Ronnie
Cox

Human Interest Advisors LLC

CRD#5859050
Investment Advisor
in San Francisco, CA

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About this Advisor

Ronnie Cox is a financial advisor based in San Francisco, California, working with Human Interest Advisors LLC. Ronnie has previously held positions at Lpl Financial LLC, Independent Financial Partners, Capfinancial Securities, LLC, Pensionmark Financial Group, LLC, and Pensionmark Securities, LLC. Ronnie has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Ronnie is part of Human Interest Advisors LLC, which operates out of San Francisco, California. The firm has 5 employees and manages assets totaling $3.4 billion. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Human Interest Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

655 Montgomery St. Suite 1800
San Francisco, CA 94111

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Human Interest Advisors LLC Brokerage Details

Total Assets Under Management

$3,448,251,436

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

5

CA Average: 43
Total Number of Accounts

366,293

CA Average: 3,727
Average Account Size

$9,414

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ronnie Cox Work History

2017 - Present (8 years)

Pensionmark Securities, LLC

2015 - Present (10 years)

Pensionmark Financial Group, LLC

2015 - 2017 (2 years)

Capfinancial Securities, LLC

2013 - 2015 (2 years)

Independent Financial Partners

2011 - 2015 (4 years)

Lpl Financial LLC

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Disclosures

Please visit the SEC profile of Ronnie 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 Human Interest Advisors LLC

Ronnie Cox
San Francisco, CA

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