Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Cox is a financial advisor with over 12 years of experience in the financial services industry. Robert is currently registered with Empower Advisory Group, LLC and holds Series 6, 7, 9, 10, 63, and 66 licenses. Robert has a proven track record of success in providing financial planning and investment management services to individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. Prior to joining Empower Advisory Group, LLC, Robert worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC. and VANGUARD MARKETING CORPORATION. Robert is dedicated to providing his clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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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TX
05/07/2024 - Present
Empower Advisory Group, LLC (Austin TX)
AZ
03/12/2021 - 07/27/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
CO
01/02/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
11/12/2010 - 12/18/2014
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
06/21/2010 - 10/13/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 11/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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