John
Cox

Acrylic Financial, Inc

CRD#4023597
Investment Advisor
in Fountain Hills, AZ

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About this Advisor

John Cox is a financial advisor operating in Fountain Hills, Arizona who has 4 years of industry experience. Cox currently works for Acrylic Financial, Inc. Over the course of their career, Cox has held roles at Sammons Securities Company, LLC, Spc, Parkland Securities, Private Client Services LLC, Legacy Advance Solutions LLC, Legacy Wag, Jmc Agency Inc, Stagner Financial Advisory, Acrylic Financial, Inc and Brooklight Place Securities, Inc. Cox has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Arizona and Oklahoma. Acrylic Financial, Inc is a firm based in Fountain Hills, AZ. The investment advisory business has offices in 15 locations and a total of 16 financial advisors. It handles $72 million in total assets among its 312 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 312 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets. Acrylic Financial, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees charged by Acrylic Financial, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

16930 East Palisades Blvd. Suite 100-C
Fountain Hills, AZ 85268

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Acrylic Financial, Inc Brokerage Details

Total Assets Under Management

$72,416,313

AZ Average: $1,555,372,352
Total Number of Employees

16

AZ Average: 37
Total Number of Accounts

312

AZ Average: 1,370
Average Account Size

$232,104

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Cox Work History

John has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Acrylic Financial, Inc

2019 - Present (5 years)

Brooklight Place Securities, Inc

2005 - Present (19 years)

Jmc Agency Inc

2017 - 2017 (< 1 year)

Stagner Financial Advisory

2016 - 2017 (1 year)

Private Client Services LLC

2016 - 2019 (3 years)

Legacy Advance Solutions LLC

2015 - 2019 (4 years)

Legacy Wag

2014 - 2016 (2 years)

Parkland Securities

2013 - 2016 (3 years)

Spc

2012 - 2014 (2 years)

Sammons Securities Company, LLC

*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 John 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 Acrylic Financial, Inc

Joseph Puetz
Elkhorn, NE
Marina Deering
Traverse City, MI
Patrick Gierke
Crystal Lake, IL
Scott Mclaine
Fountain Hills, AZ
Jonathan Carlblom
Lisbon, ND
Jazzmine Thomas
Palmdale, CA
David Horseman
Fountain Hills, AZ
Charles Brettell
Fountain Hills, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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