George
Cox

Lincoln Financial Securities Corporation

CRD#2737424
Investment Advisor
in Lexington, KY

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About this Advisor

George Cox is an investment advisor who lives in Lexington, Kentucky. Currently an investment advisor with Lincoln Financial Securities Corporation, they have accrued 10 years of professional experience. Cox holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Cox is able to work with clients in Kentucky. Cox has spent their career at Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation is located in Lexington, Kentucky, and operates out of 293 other offices throughout the country. Overall, Lincoln Financial Securities Corporation manages $3 billion in assets throughout 15,310 accounts and retains more than 943 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 1,793 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 15,310 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Lincoln Financial Securities Corporation can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3217 Summit Square Place Suite 200
Lexington, KY 40509

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$3,356,579,045

KY Average: $1,347,246,178
Total Number of Employees

943

KY Average: 46
Total Number of Accounts

15,310

KY Average: 1,775
Average Account Size

$219,241

KY Average: $759,012

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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
  • Selection of other advisers
  • Other

George Cox Work History

George has 10 years of experience.

2010 - Present (12 years)

Lincoln Financial Securities Corporation

Disclosures

George Cox has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Securities Corporation

Kaelene Wong
Kaneohe, HI
Scott Irwin
Bossier City, LA
Jason Blomgren
Johnston, IA
Christopher Sloop
Columbia, SC
Benjamin Bruins
Johnston, IA
Nathan Lee
Douglassville, PA
Robert Kimmel
Newport Beach, CA
Frank Germano
East Hartford, CT

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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