David
Cox

Hanson Mcclain Advisors

CRD#2406284
Investment Advisor
in Sacramento, CA
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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

Series 63, Certified Financial Planner

Years of Experience

22 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

8775 Folsom Blvd. Suite 100
Sacramento, CA 95826

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Hanson Mcclain Advisors Brokerage Details

Total Assets Under Management

$2,485,970,814

CA Average: $7,578,581,321
Total Number of Employees

70

CA Average: 43
Total Number of Accounts

9,350

CA Average: 3,727
Average Account Size

$265,879

CA Average: $2,033,427

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Investment Advisory Services

  • 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.

2008 - Present (11 years)

Hanson Mcclain

1997 - Present (22 years)

Hanson Mcclain, Inc

1996 - Present (23 years)

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.

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