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William Henry Cox

Fifth Third Securities, Inc.

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About William Henry Cox

William Cox is a financial advisor who has been in the industry since 1998. William is currently registered with Fifth Third Securities, Inc. and has been with the firm since 2015. Prior to that, William worked at Investment Professionals, Inc. and Invest Financial Corporation. William has a wide range of experience in the financial services industry, having worked with individuals, businesses, pension plans, and charitable organizations.

Firm Information

William Cox is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Cox’s Registration & Firm History

IN

05/06/2015 - Present

Fifth Third Securities, Inc. (ROCKVILLE IN)

IN

10/10/2008 - 05/18/2015

INVESTMENT PROFESSIONALS, INC. (TERRE HAUTE IN)

IN

01/21/1999 - 10/09/2008

INVEST FINANCIAL CORPORATION (TERRE HAUTE IN)

NY

01/27/1998 - 01/27/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Henry Cox.
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