Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judy? Claim Your ProfileJudy Lyn Cox is a financial professional with over 30 years of experience in the industry. Judy is registered with LPL Financial LLC and has been with them since 1987. Judy has a wide range of experience, including working with high-net-worth individuals, corporations, and retirement plans. Judy is also a registered Investment Advisor in Kansas and Texas. Judy is committed to providing her clients with personalized financial advice and guidance. Judy provides a wide range of services, including financial planning, investment management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
1
2
KS
03/27/2013 - Present
LPL Financial LLC (BONNER SPRINGS KS)
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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