Beverly Cox
Beverly Cox is a CFP-designated registered investment advisor at LPL Financial LLC, based in Gig Harbor, WA, with 40 years of industry experience. Beverly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Gig Harbor, WA
Get directionsHistory
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.
Exams
More Advisors
- Daniel WiersmaLPL Financial LLC
- Gregory Freitag, CFP, ChFCLPL Financial LLC
- Nancy HarrisLPL Financial LLC
- Richard Devlin, CFPLPL Financial LLC
- Brian Bronk, CFPLPL Financial LLC
- Patrick Smith, CFPEdward Jones