Todd Cox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Midland, TX, with 11 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

708 W Scharbauer Dr, Suite A4, Midland, TX, 79705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Todd is the owner of Permian Wealth Management, working as a financial representative and dedicating about 10-20% of his time. He is also a partner in RT Crude LP, spending minimal time on maintaining bills and deposits.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2019 - Present · 7 yrs
Previous Registrations
AXA Advisors, LLC
October 2014 - May 2019 · 4 yrs 7 mos
AXA Advisors, LLCBroker
May 2014 - May 2019 · 5 yrs
State Registrations12 states
COFLILKSKYLANENMOKTXVAWI
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.