Equitable Advisors, LLC
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About this Advisor
David Cox is a financial advisor who works out of Ames, Iowa, with a total of 23 years of experience as a financial advisor. Cox is an advisor for Equitable Advisors, LLC. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Cox has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa, Nebraska and Texas. Equitable Advisors, LLC is a registered investment firm headquartered in Ames, Iowa. The firm has offices in 867 locations and a total of 5,450 employees. It oversees $28 billion in assets among its 70,048 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 166 charitable organizations. Of its 70,048 client accounts, 42% belong to high-net-worth clients who have greater than $1 million in investable assets. Equitable Advisors, LLC has a broad set of services, including 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 for financial advisory services usually vary depending on the services offered. However, fee types charged by Equitable Advisors, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Equitable Advisors, LLC Brokerage Details
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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 23 years of experience.
Equitable Advisors, LLC
Axa Advisors, LLC
David Cox has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Equitable Advisors, LLC
Woodland Hills, CA
St. Louis, MO
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