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Paul Anthony Cox

COX Advisors, LLC

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About Paul Anthony Cox

Paul Cox is a registered Investment Advisor Representative with Cox Advisors, LLC. Paul has been in the industry since 2009 and holds a Series 65 license. Paul Cox has experience in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Paul is also a real estate salesperson for Peak Commercial Consultants, LLC.

Firm Information

Paul Cox is currently registered with COX Advisors, LLC. COX Advisors, LLC is a financial advisory firm based in [**main office location is missing from the data**] that provides financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm manages approximately $19.65 million in assets for 105 clients, including high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. The firm has 2 licensed agents and 2 investment adviser representatives.

$19.65M

Assets Under Management

96

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Paul Cox’s Registration & Firm History

AZ

02/04/2015 - Present

COX Advisors, LLC (GILBERT AZ)

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Licenses & Designations

IA

Issued 10/10/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Anthony Cox.
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