Wendy Cox
Wendy Cox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wichita, KS, with 20 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
310 West Central, Suite 121, Wichita, KS, 67202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy works part-time at Conway Springs Veterinary Service, assisting with cleaning and emergency calls, dedicating a few hours per week. She is also an employee of Aristata Financial, working as a registered assistant, but dedicates no time to this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.