Randy Cox
Randy Cox is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Hudson Oaks, TX, with 31 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3115 Ft. Worth Highway, #300, Hudson Oaks, TX, 76087
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Regulatory History (2)
Customer Dispute
November 2023Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Randy is the owner of Cox Financial Group, his financial practice, dedicating nearly full-time hours to it. He also refers clients to Medicare Back Office and AE Medicare Solutions for assistance with Medicare decisions and has the opportunity to write fixed annuities directly with a firm, but spends minimal time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Cox-Springer Finanial Advisors
Fsc Securities CorporationBroker
Fsc Securities Corporation
State Registrations14 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.