Terry D. Cox

AAMS®

EDUCATION AND TRAINING

  • Series 7, General Securities Representative Examination
  • Series 66, Uniform Combined State Law Examination
  • Series 9/10, General Securities Sales Supervisor Examination
  • AAMS®, Accredited Asset Management Specialist Designation
  • WMS, Wealth Management Specialist Designation

EXPERIENCE

  • Capital Wealth Alliance, LLC (Financial Advisor) 7/2020 – Current
  • Raymond James & Associates, Inc (Financial Advisor) 11/2017 – 7/2020
  • Edward Jones (Financial Advisor) 9/2007 – 1/2016

With more than 12 years of experience in the financial services industry, my main objective is to advise and educate clients on a broad range of financial / investment planning strategies. I achieve this by listening to each client as they tell me about their hopes and dreams for their lives. From there, I will design a plan that will help them reach their goals. With regular contact and meetings (or reviews) I can assure clients that I am here to help manage their portfolios and to see that their investments remain suitable for their goals throughout changing personal as well as market conditions. In short, I am here to help my clients live a “Life Well Planned”.