Richard L. Cox, Sr. CFP<sup>&reg;</sup> - Financial Advisor

Richard L. Cox, Sr. CFP®

ChFC, CLU, AEP

Chief Managing Member

Cox Wealth Management, LLC

6031 Shallowford Rd, Ste 109
Chattanooga, TN 37421
FINANCIAL ADVISOR'S WEBSITE
(800) 929-3574
(423) 894-3882
CONNECT WITH Richard
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General

Richard Cox is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cox Wealth Management, LLC in Chattanooga, TN and the surrounding communities.

Financial Advisor Experience

Started his financial services career in 1976, He has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Washington, DC, He has also earned the Chartered Financial Consultant (ChFC®) and the Chartered Life Underwriter (CLU®) designations from the American College, Bryn Mawr, PA.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - ATA, CKA

Insurance Licenses

  • Life insurance: AL FL GA MS, KY MT NC TN TX
  • Health/disability insurance: AL FL GA MS, KY MT NC TN TX
  • Fixed annuities: AL FL GA MS, KY MT NC TN TX
  • Variable annuities: AL FL GA MS, KY MT NC TN TX

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Cox Wealth Management, LLC is independent of Osaic Wealth Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Cross-border Planning, Asset Allocation, Business Taxes, Career Change, Estate Planning, Corporate Finance, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes

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