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Richard  Cox Sr, ChFC®, CFP®, AEP®, CLU®
Cox Wealth Management, LLC

Tel: 423-894-3882
6031 Shallowford Road suite 109
Chattanooga, TN 37421

About Cox Wealth Management, LLC

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)

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General Information

Insurance License#:   26387
Name of Broker/Dealer:   American Portfolios Financial Services, Inc.
Name of Custodial Firm:   Pershing, LLC, TD Ameritrade, Schwab
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

Services

Can meet clients in the following ways:   Via Email, Via Phone, Your Home, Video Conference, Video Conference

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

    40 Years of Experience

  • CRD# 1403565
  • Insurance License# 26387

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