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 with over 30 years of experience in the industry. Thomas holds licenses in multiple states, including California, Oregon, Florida, Arizona, and Texas. Currently, Thomas works with Eagle Strategies LLC, a firm with offices in Grass Valley, California, and New York City. The firm provides investment advisory and financial planning services to individual clients, corporations, and charitable organizations. The firm has over 95,000 clients with assets under management exceeding $20 billion. Thomas also has previous experience with New York Life and NYLIFE Securities LLC.
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.
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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CA
01/01/2025 - Present
Eagle Strategies LLC (GRASS VALLEY CA)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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