Michael Cox
Michael Cox is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Port Richey, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5709 Tidalwave Drive, New Port Richey, FL, 34652
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2008Other Business Activities
Michael is involved in several business activities, including owning rental real estate and serving as president of Coastal Bay Wealth Management, which takes about a quarter to half of his time. He is also a partner in Coastal Bay Tax & Consulting and participates in the Pasco County Mosquito Control District.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations17 states
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