Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Shea Cox is a financial advisor at Cambridge Investment Research Advisors, Inc.. Brandon has been in the industry since 1998 and holds the Series 6, 7, 31, 63, and 65 licenses. Brandon is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. Brandon also has experience with Evolve Securities, Inc., AFS Brokerage, Inc., Riverstone Wealth Management, Inc., The Avantus Group, Inc., and Waddell & Reed, Inc. Brandon is based in Lakeway, TX.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
12/20/2010 - Present
Cambridge Investment Research Advisors, Inc. (Lakeway TX)
TX
04/30/2008 - 12/10/2010
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
03/09/2007 - 04/30/2008
AFS BROKERAGE, INC. (AUSTIN TX)
TX
12/18/2000 - 03/12/2007
RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)
TX
10/08/1998 - 12/18/2000
THE AVANTUS GROUP, INC. (AUSTIN TX)
KS
07/28/1998 - 10/09/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 07/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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