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Christopher Cox

8 Years of Experience
Montrose, CO
Broker

Christopher Cox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Montrose, CO, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

200 N. Townsend Avenue, Montrose, CO, 81401

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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

Christopher works as a financial advisor for Bank of Colorado and Bank of Colorado Investment Services-Raymond James, dedicating about half of his time to each role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2017 - Present · 9 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2017 - Present · 9 yrs 4 mos
State Registrations14 states
AKAZCACODEFLNCNMNVNYOKORTXUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Cox - Financial Advisor | TrueAdvisor