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Randy Carter Cox

Osaic Wealth, Inc.

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About Randy Carter Cox

Randy Carter Cox is a financial advisor with over 29 years of experience in the financial industry. Randy is a Certified Financial Planner® professional, and currently holds registrations with the state of Texas and Florida. Randy has served as a registered representative and investment advisor representative for Osaic Wealth, Inc. and previously for FSC Securities Corporation. Randy specializes in working with individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

Firm Information

Randy Cox is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Randy Cox’s Registration & Firm History

TX

11/03/2023 - Present

Osaic Wealth, Inc. (HUDSON OAKS TX)

TX

10/28/1994 - 11/03/2023

FSC SECURITIES CORPORATION (HUDSON OAKS TX)

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Licenses & Designations

BC

Issued 09/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/1996

Series 3 - National Commodity Futures Examination

BC

Issued 10/27/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Randy Carter Cox. Review regulatory record here.
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