David
Cox

Axa Advisors, LLC

CRD#820527
Investment Advisor
in Ames, IA
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About this Advisor

David Cox is an advisor whose office is in Ames, Iowa. Currently an advisor with Axa Advisors, LLC, Cox has 19 years of practice as an investment advisor. Cox maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Cox is able to advise customers based out of Arizona, Iowa and Florida. Cox has worked their entire career at Axa Advisors, LLC. Axa Advisors, LLC is located in Ames, Iowa, and operates out of 844 additional locations in the United States. As a registered investment advisory firm, Axa Advisors, LLC oversees $15 billion in assets throughout 52,116 client accounts and employs more than 5,774 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 8,811 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 34% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Axa Advisors, LLC can offer 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. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 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

$14,671,064,923

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

5,930

IA Average: 88
Total Number of Accounts

53,005

IA Average: 3,892
Average Account Size

$276,786

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 19 years of experience.

1999 - Present (20 years)

Axa Advisors, LLC

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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