Adam Cox (CRD# 5216517) is an Investment Advisor Representative working at Avantax Advisory Services in Damascus, MD and has over 15 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Metro Fitness, Inc. | Damascus, MD | Oct 2014 - Current | 9 |
Avantax Advisory Services | Damascus, MD | Aug 2008 - Current | 15 |
Avantax Insurance Agency, LLC | Damascus, MD | Jan 2008 - Current | 16 |
Avantax Investment Services, Inc. | Damascus, MD | Sep 2006 - Current | 17 |
Adam D Cox, Cpa, LLC | Germantown, MD | Jun 2006 - Current | 17 |
Cgn Real Estate Investments, LLC | Ocean City, MD | Oct 2004 - Current | 19 |
Hughes Network Systems, LLC | Germantown, MD | May 2014 - Oct 2022 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2009 |
S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- MD
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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