Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Cox is a financial advisor with Planmember Securities Corp. Robert has been in the industry since 1986 and has experience working with a wide range of clients, including individuals, businesses, and retirement plans. Robert is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, Series 63, and Series 65 licenses. Robert is also a Chartered Financial Consultant. Robert currently works in the Bedford, Virginia office of Planmember Securities Corp. Planmember Securities Corp. provides investment advisory services to individuals, businesses, and retirement plans. The firm has offices in Carpinteria, California and Bedford, Virginia.
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.
Provides investment supervisory services
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.
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2
VA
11/08/2024 - Present
Planmember Securities Corp. (Bedford VA)
VA
02/15/2005 - 07/01/2010
GREAT AMERICAN ADVISORS, INC. (BEDFORD VA)
IL
01/02/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CT
09/03/1996 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
04/21/1989 - 09/06/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/01/1988 - 04/25/1989
SOURCE SECURITIES, INC.
NA
05/15/1987 - 03/08/1988
SECURITIES NETWORK, INC.
NA
10/23/1986 - 05/15/1987
UAN INVESTMENT CORP.
IA
Issued 03/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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