Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Cox is an active Registered Representative and Investment Advisor Representative. Adam has been in the financial industry since 2007 and has a total of 3 approved state registrations. Adam is currently registered with Avantax Advisory Services in Maryland. Adam Cox has also worked for Avantax Investment Services, Inc., Hughes Network Systems, LLC, and Metro Fitness, Inc. in the past. Adam is also a Certified Public Accountant and has been providing tax preparation and accounting services since 2006.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MD
01/01/2025 - Present
Avantax Advisory Services (DAMASCUS MD)
BC
Issued 02/07/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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