Timothy
Cox

Securities America Advisors, Inc

CRD#6280527
Investment Advisor
in West Des Moines, IA
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About this Advisor

Timothy Cox is a financial advisor based in West Des Moines, Iowa. Currently an advisor at Securities America Advisors, Inc, they have gathered an impressive 30 years of professional experience. Cox maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Cox can advise investors in Iowa. Their career trajectory has included roles at Securities America Advisors, Securities America Inc and Nationwide Insurance. Securities America Advisors, Inc is headquartered in West Des Moines, Iowa, and has 1,238 other locations across the United States. Overall, Securities America Advisors, Inc manages $22 billion in assets across 141,149 client accounts and employs more than 1,875 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Securities America Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

30 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1415 28Th St Ste 300
West Des Moines, IA 50266

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

IA Average: $1,978,216,465
Total Number of Employees

1,992

IA Average: 226
Total Number of Accounts

154,747

IA Average: 7,467
Average Account Size

$141,440

IA Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Timothy Cox Work History

Timothy has 30 years of experience.

2014 - Present (5 years)

Securities America Advisors

2014 - Present (5 years)

Securities America Inc

1988 - 2013 (25 years)

Nationwide Insurance

Disclosures

Timothy 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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