Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua George Cox is an investment advisor representative at Cambridge Investment Research Advisors, Inc. located in Ste B, CO. Joshua has been in the financial services industry since December 10, 2012. Joshua has been registered with Cambridge Investment Research Advisors, Inc. since August 2024. Before joining Cambridge, Joshua was an advisor at LPL FINANCIAL LLC from July 2021 to August 2024. Joshua holds the Series 66, Series 7 and SIE licenses. Joshua is also a member of the Board of Directors at Treasure Mountain Ranch.
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
CO
08/13/2024 - Present
Cambridge Investment Research Advisors, Inc. (Ste B CO)
CO
07/21/2021 - 08/13/2024
LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)
CO
12/11/2012 - 07/21/2021
WADDELL & REED (GREENWOOD VILLAGE CO)
BOTH
Issued 01/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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