Beverly Cox
Beverly Cox is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gig Harbor, WA, with 39 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
Gig Harbor, WA
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Regulatory History (1)
Customer Dispute
March 2022Other Business ActivitiesSells Insurance
Beverly is an insurance broker for non-variable insurance through B Cox Planning, dedicating about a quarter of her time to this activity. She also operates under the DBA B Cox Planning for her LPL business, spending about half her time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Financial Telesis INCBroker
Walnut Street Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.