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Howard Eugene Cox

Ashton Thomas Private Wealth

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About Howard Eugene Cox

Howard Cox is an investment advisor representative with Ashton Thomas Private Wealth. Howard has been in the financial services industry since 1992. Howard currently holds Series 63 and Series 65 licenses. Howard is also a registered investment advisor in Arizona, Florida and Texas. Howard has a prior registration with Foresters Equity Services, Inc. in California from 1992 to 1997. Howard is also a registered principal with Series 26 license. Howard has extensive experience in financial planning, portfolio management, and pension consulting. Howard specializes in serving high net worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Howard Cox is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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variable product model design and maintenance

Variable product model design and maintenance

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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Howard Cox’s Registration & Firm History

AZ

11/30/2023 - Present

Ashton Thomas Private Wealth (Mesa AZ)

CA

10/05/1992 - 05/28/1997

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 06/17/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Eugene Cox.
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