linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Caddie Lane Cox

Equitable Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Caddie? Claim Your Profile

About Caddie Lane Cox

Caddie Lane Cox is a registered representative with Equitable Advisors, LLC. Caddie holds the Series 7, Series 66 and the SIE licenses. Caddie has been in the financial industry for over 3 years. Caddie is registered to provide investment advice in Texas and North Carolina. Caddie has experience in providing financial planning, portfolio management and pension consulting services. Caddie has worked with individuals, corporations, charitable organizations, and pension and profit sharing plans. Caddie has also worked at Spring Branch Independent School District and Katy ISD.

Firm Information

Caddie Cox is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Caddie Cox’s Registration & Firm History

TX

03/10/2023 - Present

Equitable Advisors, LLC (HOUSTON TX)

Not sure if Caddie Lane Cox is right for you?

Licenses & Designations

BOTH

Issued 02/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/31/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caddie Lane Cox.
Not sure if Caddie Lane Cox is right for you?