David
Cox
Hanson Mcclain Advisors
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About this Advisor
David Cox is a certified financial planner who lives in Sacramento, California. Currently a registered advisor with Hanson Mcclain Advisors, they have accumulated a notable 22 years of professional experience. Cox has a Series 63 license, certifying them as a securities broker. Cox is able to work with clients in California and Texas. Throughout their career, Cox has worked at Hanson Mcclain and Hanson Mcclain, Inc. Hanson Mcclain Advisors is headquartered in Sacramento, California, and operates out of seven additional brick-and-mortar locations across the country. In aggregate, Hanson Mcclain Advisors manages $3 billion in assets across 9,350 accounts and retains more than 70 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 9,278 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Hanson Mcclain Advisors can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Hanson Mcclain Advisors Brokerage Details
$3,453,726,822
123
15,122
$228,391
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Cox Work History
David has 22 years of experience.
Hanson Mcclain
Hanson Mcclain, Inc
Hanson Mcclain, Inc
Disclosures
David Cox has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.