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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
423-894-3882

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
  • Businesses, Individual Investors, Businesses
Advisory Services Provided
  • Investment Advice & Management, Financial Planning, Wealth Management, Financial Planning for Individuals, Insurance Products & Annuities

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
    -

BASIC INFORMATION NEEDED FOR THE INQUIRY