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Philip Dunwoody Cox

Bluestone Wealth Planning, LLC

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About Philip Dunwoody Cox

Philip Cox is a financial advisor who has been in the industry for over 25 years. Philip has a strong background in investments and financial planning. Philip is currently registered with Bluestone Wealth Planning, LLC in Atlanta, Georgia. Before that, Philip was employed by Sterne Agee Financial Services, Inc., J.P. Turner & Company, L.L.C., Dunwoody Brokerage Services, Inc., and H&R Block Financial Advisors, Inc. Philip has a Series 7, Series 9, Series 10, Series 52, and Series 63 license. Philip is also a Certified Financial Planner™.

Firm Information

Philip Cox is currently registered with Bluestone Wealth Planning, LLC. Bluestone Wealth Planning, LLC is a Registered Investment Advisor with the SEC and has 1 licensed agent. They offer financial planning and portfolio management for individuals and manage approximately $5.5 million in assets. They do not offer a wrap fee program.

$5.47M

Assets Under Management

Not reported

Total Clients

1

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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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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Philip Cox’s Registration & Firm History

GA

10/31/2013 - Present

Bluestone Wealth Planning, LLC (ATLANTA GA)

GA

03/15/2010 - 10/23/2013

STERNE AGEE FINANCIAL SERVICES, INC. (DACULA GA)

GA

08/14/2007 - 03/15/2010

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

GA

02/26/2004 - 09/07/2005

DUNWOODY BROKERAGE SERVICES, INC. (ATLANTA GA)

MI

03/25/1997 - 07/08/2002

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 03/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/17/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/10/1997

Series 7 - General Securities Representative Examination

BC

Issued 03/10/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Philip Dunwoody Cox. Review regulatory record here.
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