Thomas Cox, AAMS

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



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:   Individual Investors , Businesses


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


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Health , Variable Life , Long Term Care , Variable Annuity , 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 & Fees
Fee Structure:   I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:   $200,000
Compensation Methods:   Based on Assets , Commissions
Fee % Based on Assets:   1%



FAQs

Thomas Cox, AAMS

Thomas Cox, AAMS

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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