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Richard + Cox Sr - Financial Advisor in Chattanooga, TN

Paladin Research Report For:

Richard Cox Sr

Cox Wealth Management, LLC

ChFC® CFP® AEP® CLU®
6031 Shallowford Road suite 109
Chattanooga, TN 37421
423-894-3882
Visit Website
http://www.coxwealth.com/

General Information

CRD#
  • 1403565
Insurance License#
  • 26387
Name of Broker/Dealer
  • American Portfolios Financial Services, Inc.
Name of Custodial Firm
  • Pershing, LLC, TD Ameritrade, Schwab
Years of Experience in Financial Services
  • 40
Work with the following types of clients
  • Individual Investors, Businesses, Businesses
Advisory Services Provided
  • Financial Planning for Individuals, Wealth Management, Investment Advice & Management, Insurance Products & Annuities, Financial Planning

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, ChFC®, CLU®, AEP®

Firm Information

Advisor's Number of Clients
  • 10925
Assets Managed by Advisor
  • $100000

Compensation and Fees

Compensation Methods
  • Based on Assets, Commissions, Hourly, Flat Fee

Education

ChFC -
  • American College
    -
Institute of Tax Studies / ATA -
  • College for Financial Planning
    -
AEP -
  • American College
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1886665/paladinregistry-cox-wealth-management,-llc-detailed-disclosure

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