Cox Wealth Managemnt, LLC

CONNECT

Address:

6031 Shallowford Road, Suite 109
Chattanooga, TN 37421-1984

Phone:

(423) 894-3882 ,Toll Free (800) 929-3574

Fax/Other:

(423) 899-6502

Richard L Cox, Sr. CFP®

Richard Cox

Chief Managing Member

Started his financial services career in 1976, He has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Washington, DC, and the Chartered Financial Consultant (ChFC®) and the Chartered Life Underwriter (CLU®) designations from the American College, Bryn Mawr, PA.

He has also been recognized as an Accredited Tax Advisor® (ATA®) By the Accreditation Council for Accountancy and Taxation, Alexandria, VA and as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils, Cleveland, OH. He is also designated as a Certified Kingdom Advisor™ (CKA®) by Kingdom Advisors, Inc., Atlanta, GA

He is a current member of the following Industry Associations; the Financial Planning Association (FPA), the National Society of Accountants (NSA), the Estate Planning Council of Chattanooga (EPCC), Kingdom Advisors, Inc (KA), The Financial Services Institute (FSI), and the Society of Financial Service Professionals (SFSP)

Mr. Cox is also a Registered Principal* of American Portfolios Financial Services, Inc. (APFS) Holbrook, NY and an Investment Adviser Representative of American Portfolios Advisors, Inc. a SEC Registered Investment Adviser, and previously served on their Field Advisory Council from 2010-2015. 

He has also served as a consultant to several financial services firms over his 40 year career in the development of products, technology, compliance, and back office systems, along with being a contributing author to trade journals and publications that service the financial planning industry nationwide.

Mr. Cox previously served on the Board of Directors of the Estate Planning Council of Chattanooga (EPCC2006-2013 and on the Board of Directors of  The Society of Financial Service Professionals, Chattanooga; Chapter (President 2005-2006)(SFSP), on the board of Chattanooga Matters (Formerly Chattanooga Resource Foundation) as Board Chairman, Treasurer and on the Executive Committee (2001-2007) (CRF), he also served on the National Board of Directors of the International Association of Qualified Financial Planners as Membership & Member Resources Chair (IAQFP) (2003-2004), the Board of the Spirit of America Foundation (SOA)(1999-2003) and the Field Advisory Board of FSC Securities Corporation from (1995 -2001).

Mr. Cox is a well-known and respected author, educator and contributing writer and is a highly sought after speaker on a wide range of financial subjects. He was an instructor for Lorman Educations Services teaching Fiducary Standards for ERISA Plans and for over seven years was host of The Advisor Answer© a local call-in radio program on talk radio 102.3 FM in the Greater Chattanooga listening Area. Richard L. Cox Sr. is also a 5 Star Ranked Advisor by Paladin Registry recommended by Kiplinger.com.

Investor.gov Investor Tools from the US Securities and Exchnage Commission

 

 

 

 

 

 

 CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck