Howard
Cox
Ashton Thomas Private Wealth
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About this Advisor
Howard Cox is a financial advisor based out of Mesa, Arizona with 4 years of industry experience. Cox currently works for Ashton Thomas Private Wealth. Their career trajectory has included roles at Ashton Thomas Private Wealth, Ashton Thomas Insurance Agency, Cox And Company, LLC and Redhawk Wealth Advisors, Inc. Cox holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and Florida. Ashton Thomas Private Wealth is a registered investment business that has its headquarters in Scottsdale, AZ. The firm has offices in 16 locations and a total of 48 advisors. It controls $2 billion in assets under management across its 4,533 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 4,533 client accounts, 27% belong to high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically are based on which service is provided. Fees billed by Ashton Thomas Private Wealth may include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,003,187,684
48
4,533
$441,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Howard Cox Work History
Howard has been registered as a financial advisor for 4 years.*
Ashton Thomas Private Wealth
Ashton Thomas Insurance Agency
Cox And Company, LLC
Redhawk Wealth Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Howard Cox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ashton Thomas Private Wealth
Helena, MT
Saint Helena, CA
Scottsdale, AZ
Scottsdale, AZ
Colorado Springs, CO
Bozeman, MT
Denver, CO
Bozeman, MT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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