Unclaimed
Robert Darrell Cox is an active investment advisor representative with Edward Jones. Robert Darrell Cox has been in the financial services industry for over 29 years, with experience at a number of firms, including Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Titan/Value Equities Group, Inc., Fortis Investors, Inc., and Pruco Securities Corporation. Robert Darrell Cox is currently registered in 18 states and has a total of 4 approved SRO registrations. Robert Darrell Cox is also registered as an investment advisor representative in Texas. In addition to his financial services work, Robert Darrell Cox is the President of the La Pine Chamber of Commerce.
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.
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.
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.
See schedule d - miscellaneous
1
2
OR
10/17/2014 - Present
Edward Jones (LA PINE OR)
CA
05/02/2001 - 01/07/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/21/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
06/29/1995 - 06/16/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
04/12/1994 - 09/26/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
05/04/1993 - 03/11/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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