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Edwin Alan Cox

Magnolia Wealth Management LLC

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About Edwin Alan Cox

Edwin Alan Cox is a financial advisor currently registered with Magnolia Wealth Management LLC. Edwin is also registered as an investment advisor representative in Alabama, Florida, and Georgia. Edwin has been in the financial services industry since 2004 and has experience working with individuals, high-net-worth individuals, and insurance companies. Edwin has a wide range of experience in financial planning and portfolio management. Edwin is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Edwin Cox is currently registered with Magnolia Wealth Management LLC. Magnolia Wealth Management LLC is a registered investment advisor based in Dothan, Alabama. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. As of its most recent regulatory filing, Magnolia Wealth Management LLC manages approximately $158 million in assets for 828 clients. The firm also offers selection of other advisors and has a website and social media presence.
Magnolia Wealth Management LLC

1535 HONEYSUCKLE ROAD

DOTHAN, AL 36305

$158.09M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Edwin Cox’s Registration & Firm History

AL

08/13/2018 - Present

Magnolia Wealth Management LLC (DOTHAN AL)

AL

06/12/2015 - 11/21/2019

J.W. COLE FINANCIAL, INC. (Dothan AL)

AL

01/29/2009 - 06/12/2015

SUMMIT BROKERAGE SERVICES, INC. (DOTHAN AL)

AL

06/18/2007 - 02/12/2009

NEW ENGLAND SECURITIES (DOTHAN AL)

AL

04/07/2004 - 06/25/2007

PARK AVENUE SECURITIES LLC (DOTHAN AL)

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Licenses & Designations

BOTH

Issued 05/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edwin Alan Cox.
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