Brandon
Cox

Cambridge Investment Research Advisors, Inc

CRD#3067256
Investment Advisor
in Lakeway, TX

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About this Advisor

Brandon Cox is a financial advisor who works in Lakeway, Texas with 13 years of industry experience. Cox is on the advisory team at Cambridge Investment Research Advisors, Inc. Over the course of their career, Cox has held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cox maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Cambridge Investment Research Advisors, Inc is a registered investment business operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 advisors. It controls $82 billion in assets between its 461,370 client accounts, placing it among the largest firms in the country by assets under management. The firm advises six charities and foundations. Of its 461,370 client accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. Cambridge Investment Research Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial advisory fee schedules vary depending on the type of services offered. However, fees billed by Cambridge Investment Research Advisors, Inc most likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 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, Market timing services, Educational seminars/workshops

Fee Structure

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

Office Location

Lakeway, TX

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

TX Average: $9,259,360,772
Total Number of Employees

3,352

TX Average: 166
Total Number of Accounts

461,370

TX Average: 7,189
Average Account Size

$178,659

TX Average: $1,287,990

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
  • Market timing services
  • Educational seminars/workshops

Brandon Cox Work History

Brandon has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Cambridge Investment Research, Inc

2010 - Present (14 years)

Cambridge Investment Research Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 Cambridge Investment Research Advisors, Inc

Lyndon Crawford
Des Moines, IA
Gale Hopkins
Fairfield, IA
Mitchell Robinson
Tulsa, OK
Stacy Robinson
South Haven, MI
James Hinson
Brentwood, TN
Enrico Bawar
Staten Island, NY
Laurie Taylor
Ormond Beach, FL
Richard Habel
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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