Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Cox is a financial advisor with over 30 years of experience in the industry. Eric currently works at Headland Capital, a Registered Investment Advisor firm, based in Mount Pleasant, SC. Eric is also a licensed insurance agent and has been involved in angel investing. Eric offers investment advisory services for individuals, businesses, and trusts, as well as financial planning, and pension consulting. Eric specializes in serving the needs of high-net-worth individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
SC
12/18/2024 - Present
Headland Capital (MT. PLEASANT SC)
SC
01/02/2014 - 05/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MOUNT PLEASANT SC)
SC
01/18/2013 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (MT PLEASANT SC)
SC
10/13/1997 - 01/04/2013
NYLIFE SECURITIES LLC (CHARLESTON SC)
NJ
07/08/1993 - 06/27/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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