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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cox is a registered Investment Advisor Representative with Verity Asset Management. David has been in the financial industry since 2006 and is licensed in Texas. David's experience includes working with a variety of clients, including individuals, high net worth individuals, businesses, investment companies, and pension and profit sharing plans. David provides a range of financial services, including financial planning, portfolio management, and pension consulting. David's previous experience includes working at Farmers Financial Solutions, LLC.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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.
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NC
04/01/2021 - Present
Verity Asset Management (DURHAM NC)
TX
01/19/2006 - 01/09/2009
FARMERS FINANCIAL SOLUTIONS, LLC (KATY TX)
IA
Issued 02/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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