I'm Coy C Cox
Financial Consultant

ABOUT ME Hi, I'm Coy C Cox
Professional Financial Consultant and Investment Advisor

I am a LICENSED INVESTMENT ADVISOR who provides complete securities advice to individuals and small businesses. Additionally, I manage investment portfolios and offer financial planning services.

I work with individuals, families, and organizations, developing long-term relationships that span generations. While I am well-known for my expertise in discretionary macro trading, I also have extensive experience and talents in model-driven and systematic investment approaches. I believe that investment professionals must constantly innovate in order to compete in quickly changing markets. As a result, I commit significant resources to research and development across a variety of strategies in order to broaden my advantage.

Ultimately, I aim to generate consistent returns for clients and proprietary capital by employing best-in-class research, trading, and investment techniques. My career success as an investment adviser and broker stemmed from my desire to provide a service that was distinguished by a constant commitment to client objectives and guided by strong ethics and values. I am committed to being a global leader in investment management and addressing the needs of today's dynamic financial markets with extensive expertise, discipline, and creativity.

EXAMINATIONS
State Securities Law Exam
Series 63 - Uniform Securities Agent State Law Examination
Jun 27, 2008
SIE - Securities Industry Essentials Examination
Oct 1, 2018
Series 24 - General Securities Principal Examination
Nov 12, 2012
WORK EXPERIENCE
CHARLES SCHWAB & CO. INC. (CRD#:5393)
Registered since 2/20/2023
TD AMERITRADE, INC. (CRD#:7870)
04/11/2023 - 12/31/2023
TD AMERITRADE CLEARING, INC (CRD#:5633)
12/17/2012 - 12/31/2020
TD AMERITRADE, INC (CRD#:7870)
06/19/2008 - 02/20/2023



SERVICES I OFFERI specialize in all aspects of Financial Investments

I have gained over 11 years of solid expertise working with up to three widely recognized investment/brokerage firms in the United States, accumulating over fifty-two state licenses in the process.

Personal finance is my specialty. Whatever your financial situation may be, I've likely encountered it before. I bring expertise, exceptional care, and empathy to every consultation, delivering personalized services directly to you. I understand how challenging financial issues can be, especially when they affect your personal life. I understand, and I'm here to help.

STOCK BROKERAGE
Access a wide range of stock market opportunities with my tailored advice and expert insights to build and manage your portfolio.
RETIREMENT INVESTING
Plan for a secure future with customized retirement strategies focused on long-term growth and stability.
DIGITAL ASSET TRADING
Navigate the digital asset market with expert guidance on cryptocurrencies and blockchain investments.
PERSONAL FINANCIAL CONSULTING
Achieve your financial goals with personalized planning, from budgeting to investment strategies.
24/7 EMAIL SUPPORT
Get peace of mind with round-the-clock email support for all your financial queries and needs.
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TESTIMONIALS Working with Coy C Cox has been a game-changer! Her warm personality made the entire process comfortable and stress-free. I always felt heard and understood.

Coy C Cox - Testimonial 5

Hugh Byrne
Bulloch

TESTIMONIALCoy C Cox is a true professional who always goes above and beyond for her clients. she's passionate about helping people reach their financial goals.

Coy C Cox - Testimonial 1

Neeson George
Knightley

TESTIMONIAL Coy C Cox is one of the most knowledgeable and trustworthy investment advisors I've ever worked with. she's always available to answer my questions and help me make the best decisions for my financial future.

Coy C Cox - Testimonial 2

Mariah Johnson
Ezikiel

TESTIMONIALS I’ve never met a financial advisor as kind and patient as Coy C Cox. Her ability to listen and tailor advice to my needs is unmatched. A true gem

Coy C Cox - Testimonial 3

Amanda .H.
Celia

TESTIMONIALS What sets Coy C Cox apart is her genuine concern for her clients. She combines expertise with a personal touch that makes you feel like you're in the best hands.

Coy C Cox - Testimonial 4

Nessa Drallig

TESTIMONIALS I got in contact with Coy Cox through an old family friend, it was a period of financial turmoil for my entire family and I met the perfect person for the Job! She patiently showed me what I was doing wrong and suggested really helpful ways to fix my harmful trading habits.

Coy C Cox - Testimonial 6

Paul Farnaby

TESTIMONIALS I totally enjoy working with Coy C Cox, She is so down to earth and really knowledgeable about the financial markets. She has been guiding me privately on how to grow my portfolio for over two years now and the results have been simply amazing so far.

Coy C Cox - Testimonial 7

Jimmy Haoyu

TESTIMONIALS I’m incredibly grateful for Coy C Cox. Her upbeat attitude and sincere dedication made navigating my finances an enjoyable experience. She’s a wonderful person and advisor

Coy C Cox - Testimonial 8

Greg Purvis

Contact Coy C Cox Wealth Manager

Contact Coy C Cox Wealth Manager

Coy C Cox
contact@coycassidycox.com

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SERVICES

FREE CONSULTATION