Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Cox is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Richard has been in the industry for 20 years. Richard's professional experience includes working with Farmers Financial Solutions, LLC and Sentinels Financial Group, LLC. Richard has a Series 6, 7, 63 and 65 license and holds the SIE designation. Richard is registered in Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Richard provides financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
02/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Severna Park MD)
CA
02/05/2016 - 12/31/2016
FARMERS FINANCIAL SOLUTIONS, LLC (LA QUINTA CA)
CA
04/02/2004 - 01/08/2016
FARMERS FINANCIAL SOLUTIONS, LLC (PALM DESERT CA)
IA
Issued 03/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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