Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Cox is a registered investment advisor representative and a securities agent. Donald has been in the industry since September 1985, and has been registered with Cox Global Associates Inc. since August 2012. Donald also works with Geneos Wealth Management, Inc. where he has been registered as an investment advisor representative since November 2006. In addition to being an advisor, Donald also owns Cox Global Associates Inc. and Cox Excalibur Cattle Co, and is a board member for several other organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/31/2012 - Present
COX Global Associates Inc. (KATY TX)
TX
09/13/1996 - 12/06/2006
ASSOCIATED SECURITIES CORP. (KATY TX)
SC
12/16/1989 - 07/17/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
07/24/1985 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
BC
Issued 08/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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