Mary Wilcox is a CFP-designated registered investment advisor, based in Tampa, FL, with 30 years of industry experience.
Location
4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634
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Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Mary is an enrolled agent at Wilcox Tax and Financial Advisors LLC, spending a significant amount of time during tax season and about 10-20% of her time during the rest of the year. She also acts as treasurer and marketing consultant for High Country Alpacas, LLC, dedicating about 10-20% of her time to this non-investment related business, and spends minimal time as an insurance broker or agent selling fixed insurance.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Jonathan Roberts Financial Group, INC.Broker
1st Global Capital CORP.Broker
State Registrations7 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.