Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Biles Cox is a financial advisor with over 35 years of experience in the financial services industry. Beverly is currently registered with SCF Investment Advisors, Inc. and has been with the firm since May 2013. Prior to that, Beverly was registered with Walnut Street Securities, Inc. and Financial Telesis Inc. Beverly has a strong track record of helping clients reach their financial goals and is committed to providing personalized financial advice. Beverly is also a Certified Financial Planner, which means that Beverly has met rigorous education and experience requirements to provide comprehensive financial planning services.
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.
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.
1
2
CA
05/13/2013 - Present
SCF Investment Advisors, Inc. (SAN DIEGO CA)
WA
03/20/2003 - 05/16/2013
WALNUT STREET SECURITIES, INC. (GIG HARBOR WA)
CA
10/01/2001 - 03/17/2003
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CA
07/30/1996 - 10/02/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
08/28/1986 - 08/05/1996
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 05/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Beverly Cox is the right advisor for you? Invested Better is here to help.
