Richard  + Cox Sr - Financial Advisor in Chattanooga, TN

Paladin Research Report For:

Richard Cox Sr

Cox Wealth Management, LLC

6031 Shallowford Road suite 109
Chattanooga, TN 37421

About Richard Cox Sr

Trying to map a course to arrive at your financial goals but overwhelmed by the countless decisions required? Don't feel alone, in today's fast ever changing legal, tax, trust, insurance, and investment* environment even the most experienced investor can quickly find themselves on the wrong road. Cox Wealth Management, LLC strives to help take the stress out of planning your financial future. By bringing together a team of professional advisers to map out a strategy and then working together with you, we find the best course to help you reach your financial goals. (* See Disclosure link listed below)

See Disclosures

General Information

  • 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


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

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

Additional Detailed Disclosures,-llc-detailed-disclosure