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CFP

Troy Cox

Benjamin F. Edwards & Company, Incorporated
29 Years of Experience
O'Fallon, IL
Broker
View SEC Summary
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Troy Cox is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in O'Fallon, IL, with 29 years of industry experience. Troy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

475 Regency Park, Suite 125, O'Fallon, IL, 62269

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Troy serves as a Power of Attorney (POA) for a family member in Greenup, IL. This investment-related activity requires minimal time.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
January 2012 - Present · 14 yrs 9 mos
Benjamin F. Edwards & Company, Incorporated
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - January 2012 · 4 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - January 2012 · 4 yrs
A. G. Edwards & Sons, INC.Broker
September 2004 - January 2008 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.
September 2004 - January 2008 · 3 yrs 4 mos
Martin Wier, INC
July 1999 - October 2004 · 5 yrs 3 mos
Royal Alliance Associates, INC.
April 1999 - September 2004 · 5 yrs 5 mos
Royal Alliance Associates, INC.Broker
January 1997 - September 2004 · 7 yrs 8 mos
State Registrations33 states
ALARAZCACOCTFLGAHIIAILINKSKYMAMEMIMNMOMSMTNCNMNVNYOHOKPASCTNTXWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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