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)
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: | Individual Investors, Businesses, Businesses |
| Advisory Services Provided: | Financial Planning for Individuals, Wealth Management, Investment Advice & Management, Insurance Products & Annuities, Financial Planning |
Services |
| Can meet clients in the following ways: | Email, 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
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| Institute of Tax Studies / ATA | College for Financial Planning
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| AEP | American College
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
