Judy Cox is a registered investment advisor at LPL Financial LLC, based in Bonner Springs, KS, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
212 E. 2nd Street, Bonner Springs, KS, 66012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Judy has a business checking account for commissions and expenses, owns rental real estate, and is a notary public, each taking minimal time. She also operates Cox & Neal, LLC as a DBA for her LPL business, dedicating about 10-20% of her time during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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