Richard L. Cox, Sr. CFP<sup>&reg;</sup> - Financial Advisor

Richard L. Cox, Sr. CFP®

ChFC, CLU, AEP

Chief Managing Member

Cox Wealth Management, LLC

6031 Shallowford Rd, Ste 109
Chattanooga, TN 37421
FINANCIAL ADVISOR'S WEBSITE
(800) 929-3574
(423) 894-3882
CONNECT WITH Richard
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General

Richard Cox is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cox Wealth Management, LLC in Chattanooga, TN and the surrounding communities.

Financial Advisor Experience

Started his financial services career in 1976, He has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Washington, DC, and the Qualified Financial Planner (QFP) designation from the International Association of Qualified Financial Planners, Beverly Hills, CA. He has also earned the Chartered Financial Consultant (ChFC®) and the Chartered Life Underwriter (CLU®) designations from the American College, Bryn Mawr, PA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - ATA, AEP, CKA

Insurance Licenses

  • Life insurance: AL FL GA MS, KY MT NC TN TX
  • Health/disability insurance: AL FL GA MS, KY MT NC TN TX
  • Fixed annuities: AL FL GA MS, KY MT NC TN TX
  • Variable annuities: AL FL GA MS, KY MT NC TN TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc a SEC Registered Investment Adviser. Cox Wealth Management, LLC is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes

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