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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cox is an investment advisor representative with Mercer Global Advisors Inc. Robert is registered with the state of Texas and Nebraska. Robert has over 20 years of experience in the financial services industry, with previous roles at Raymond James Financial Services, Inc. and MML Investors Services, Inc. Robert is a Certified Financial Planner and holds the Series 7, Series 63, Series 65 and SIE licenses. Robert is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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CO
11/19/2021 - Present
Mercer Global Advisors Inc. (DENVER CO)
TX
12/14/2004 - 04/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
MA
12/17/2003 - 12/16/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
FL
08/15/1997 - 12/01/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MA
10/14/2003 - 10/28/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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