Brandon
Cox

Commonwealth Financial Network

CRD#5829183
Investment Advisor
in Beaufort, SC

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About this Advisor

Brandon Cox is a financial advisor based in Beaufort, South Carolina, working with Commonwealth Financial Network. Brandon has previously held positions at Edward Jones, Coastline Complete Wealth, and Commonwealth Financial Network. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Georgia and South Carolina. Currently, Brandon is part of Commonwealth Financial Network, which operates out of Beaufort, South Carolina. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

Office Location

3 Celadon Drive Suite A
Beaufort, SC 29907

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

SC Average: $16,012,751,954
Total Number of Employees

4,500

SC Average: 118
Total Number of Accounts

623,075

SC Average: 4,567
Average Account Size

$284,126

SC Average: $3,506,186

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

Brandon Cox Work History

2024 - Present (0 year)

Commonwealth Financial Network

2023 - Present (1 year)

Coastline Complete Wealth

2023 - 2023 (< 1 year)

Commonwealth Financial Network

2010 - 2023 (13 years)

Edward Jones

Disclosures

Please visit the SEC profile of Brandon Cox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Luke Schroeder
Tempe, AZ
Danielle Auriemma
San Diego, CA
Lewis Martin
Charlottesville, VA
Roan Sullivan
Old Saybrook, CT
Renee Bilodeau
Glastonbury, CT
Jeffrey Brannon
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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