Robert Cox
Robert Cox is a ChFC-designated registered investment advisor at Planmember Securities Corporation, based in Bedford, VA, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Bedford, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a part owner and Vice President of Communications at Virginia Retirement Specialists, Inc., involved in securities and insurance sales and services since 1988. This activity requires more than full-time commitment.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Interactive Financial Advisors
Great American Advisors, INC.Broker
Pmg Asset Management INC
Pmg Securities Corporation
Pmg Asset Management INC
Pmg Securities CorporationBroker
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
Source Securities, INC.Broker
Securities Network, INC.Broker
Uan Investment CORP.Broker
State Registrations8 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.