Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Case Cox is a financial advisor with over 5 years of experience in the industry. Justin is currently registered as an Investment Advisor Representative with Buckingham Strategic Partners, LLC and The Colony Group, LLC. Justin has experience in providing investment advice to individuals and businesses. Justin is a Series 63 and 65 licensed advisor, and also holds the Series 7TO and SIE licenses. Justin has experience with a wide range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Justin is committed to providing personalized financial advice that meets the unique needs of each client.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
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2
MO
03/13/2023 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
MO
12/11/2019 - 09/16/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
07/08/2019 - 11/15/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 03/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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