Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan Brooks Cox is an investment advisor representative associated with Truwealth Advisors, LLC. Joan is a certified financial planner with over 30 years of experience in the financial services industry. Joan has held registrations with several firms over the years, including SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. Joan is licensed to provide financial advice in Louisiana and Texas. Joan's background includes experience in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
LA
01/04/2023 - Present
Truwealth Advisors, LLC (METAIRIE LA)
LA
10/31/2005 - 09/19/2012
SAGEPOINT FINANCIAL, INC. (MANDEVILLE LA)
AZ
08/20/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
04/18/1984 - 08/30/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/18/1984 - 08/30/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/18/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 05/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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