Thomas Cox, AAMS
Winslow, Evans & Crocker

19 Church St
Suite A
Franklin, MA 02038
Winslow, Evans & Crocker | Financial Advisor in Franklin ,MA

About Winslow, Evans & Crocker

Winslow, Evans & Crocker, Inc., a full-service investment firm, is founded on the idea that every investor has unique needs.

We believe that all investors should have access to the best we have to offer, free from off-the-shelf limitations. At Winslow, this means that you have a direct connection to a team of internal experts with specific industry knowledge and resources.

Whether you are saving for retirement, funding a loved one's education, or preserving your financial legacy, Winslow can help you stay connected to your life goals.

9 Years of Experience


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General Information

Firm Start Year:   2000
No.of Employees:   100-499
Insurance License#:   1764721
Name of Broker/Dealer:   Winslow, Evans & Crocker
Name of Custodial Firm:   Pershing
States Licensed in:   MA, RI, CT, ME, VT, NH, NY, NJ, OH, DC, FL, CA, CO
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses , Individual Investors


Services

Investment Types:   Bonds , Options & Futures , Stocks , Alternative Investments , Insurance , Annuities , Mutual Funds , 1031 Exchanges , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Advisor's Number of Clients:   <100
Advisor's Number of Managed Clients:   0
Advisor's Number of Planning Clients:   41
Assets Managed by Advisor:   $28,000,000.00


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:   $200,000
Compensation Methods:   Commissions , Based on Assets
Fee % Based on Assets:   1%


Thomas Cox, AAMS

Thomas Cox, AAMS

AAMSŪ

Communities Served

All States

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM