Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Cox is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Edwin has been in the financial services industry since December 18, 2014. Edwin currently provides investment advisory services to individuals and families, as well as businesses. Edwin has been licensed to provide investment advisory services in Virginia since April 2, 2020. In addition to his financial advisory services, Edwin also provides insurance services through James River Advisory, Inc., and has experience in project controls management.
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
VA
04/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Gate City VA)
VA
12/19/2014 - 06/24/2016
TRIAD ADVISORS, INC. (FOREST VA)
BC
Issued 05/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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