Terry
Cox
Capital Wealth Alliance, LLC
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About this Advisor
Terry Cox is a financial advisor based in Scottsdale, Arizona, working with Capital Wealth Alliance, LLC. Terry has previously held positions at Edward Jones, Raymond James Financial Services, Inc, Capital Wealth Alliance, LLC Dba Tdc Financial, Kingswood Capital Partners, LLC, Capital Wealth Insurance, LLC, Raymond James Financial Services Advisors Inc, and Raymond James & Associates, Inc. Terry has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Terry is part of Capital Wealth Alliance, LLC, which operates out of Scottsdale, Arizona. The firm has 1 office and 9 employees. The firm manages assets totaling $235.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Capital Wealth Alliance, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Wealth Alliance, LLC Brokerage Details
$235,537,132
9
1,348
$174,731
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Terry Cox Work History
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
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
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