Terry
Cox
Capital Wealth Alliance, LLC
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About this Advisor
Terry Cox is a financial advisor who works out of Scottsdale, Arizona, with a total of 3 years of industry experience. Cox is currently employed by Capital Wealth Alliance, LLC. Their career trajectory has included roles at Edward Jones, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Capital Wealth Alliance, LLC Dba Tdc Financial, Kingswood Capital Partners, LLC, Capital Wealth Insurance, LLC and Raymond James & Associates, Inc. Cox has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and Texas. Capital Wealth Alliance, LLC is an advisory company operating out of Scottsdale, AZ. The company has a total of seven advisors. It oversees $218 million in assets under management between its 1,342 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,342 accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets. Capital Wealth Alliance, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually depend on which services are offered. However, fees charged by Capital Wealth Alliance, LLC can include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Wealth Alliance, LLC Brokerage Details
$218,226,695
7
1,342
$162,613
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Terry Cox Work History
Terry has been registered as a financial advisor for 3 years.*
Capital Wealth Alliance, LLC Dba Tdc Financial
Kingswood Capital Partners, LLC
Capital Wealth Insurance, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Raymond James & Associates, Inc
Edward Jones
*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 Terry 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 Capital Wealth Alliance, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, 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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