David
Cox

Axa Advisors, LLC

CRD#820527
Investment Advisor
in Ames, IA

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About this Advisor

David Cox is a financial advisor working out of Ames, Iowa, who has been in the financial industry for 20 years. Cox is currently employed by Axa Advisors, LLC. They have spent their whole employment at Axa Advisors, Llc. Cox has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Iowa. Axa Advisors, LLC is a financial advisory business that has its headquarters in Ames, Iowa. The investment advisory business has offices in 844 locations and a total of 5,930 people on staff. It administers $17 billion in assets under management among its 55,104 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 156 charitable organizations. Of its 55,104 customer accounts, 43% are associated with high-net-worth clients who have at least $1 million in assets. Axa Advisors, LLC performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services are offered. However, fee types charged by Axa Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

616 Burnett Ave Po Box 686
Ames, IA 50010

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$17,011,439,927

IA Average: $7,464,549,021
Total Number of Employees

5,930

IA Average: 88
Total Number of Accounts

55,104

IA Average: 3,892
Average Account Size

$308,715

IA Average: $1,917,921

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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
  • Selection of other advisers
  • Educational seminars/workshops

David Cox Work History

David has 21 years of experience.

1999 - Present (21 years)

Axa Advisors, LLC

Disclosures

David Cox has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axa Advisors, LLC

Filipp Zaytsev
New York, NY
Brendan Lubin
Woodbury, NY
Megan Sedberry
Charlotte, NC
Martin Jawor
Secaucus, NJ
Stephen Dunbar
Atlanta, GA
Ryan Kay
Las Vegas, NV
Jermain Hall
Edison, NJ
Steven Testa
Warwick, RI

This content was compiled from the SEC and FINRA.

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