Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Cox is a financial advisor at Concurrent Investment Advisors, LLC. Thomas has been in the industry since April 11, 1999. Thomas holds the Series 7, Series 66, and SIE licenses. Thomas is a Certified Financial Planner and provides financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Thomas is also registered as an investment advisor in South Carolina and Texas. Thomas is also a Fixed Insurance/Annuity Agent. Prior to joining Concurrent Investment Advisors, LLC, Thomas was with Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., and The Investment Center, Inc.
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.
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.
1
2
SC
02/02/2024 - Present
Concurrent Investment Advisors, LLC (Anderson SC)
SC
09/04/2020 - 10/27/2023
GOLDMAN SACHS & CO. LLC (Anderson SC)
SC
09/04/2020 - 10/27/2023
MERCER ALLIED COMPANY, L.P. (ANDERSON SC)
SC
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (ANDERSON SC)
SC
07/17/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ANDERSON SC)
SC
06/13/2001 - 07/21/2015
THE INVESTMENT CENTER, INC. (ANDERSON SC)
NY
04/12/1999 - 06/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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