Cox Wealth Management, LLC is a Tax and Accounting firm located in Chattanooga, Tennessee, providing a full range of Services, including Employee Benefit and Tax planning advice to our clients. The Chief Investment Manager of the firm, Richard L. Cox, Sr., CFP®, ChFC, CLU, ATA, AEP has been stewarding the assets of his clients since 1976. Just as a Chief Financial Officer (CFO) of a corporation works daily to achieve financial success, we serve as the personal CFO to many successful business and professional executives. * Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Investment advisory services offered through American Portfolios Advisors, Inc. a SEC Registered Investment Advisor Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
View Top Employees from Cox Wealth Management, LLCWebsite | http://www.coxwealth.com |
Revenue | $436000 |
Employees | 3 (3 on RocketReach) |
Founded | 1998 |
Address | 6031 Shallowford Rd Ste 109, Chattanooga, Tennessee 37421, US |
Phone | (423) 894-3882 |
Fax | (423) 899-6502 |
Technologies |
JavaScript,
HTML,
Twitter
+19 more
(view full list)
|
Industry | Financial Services, Finance General, Finance |
Web Rank | 4 Million |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 56111 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies |
Looking for a particular Cox Wealth Management, LLC employee's phone or email?
The Cox Wealth Management, LLC annual revenue was $436000 in 2024.
3 people are employed at Cox Wealth Management, LLC.
Cox Wealth Management, LLC is based in Chattanooga, Tennessee.
The NAICS codes for Cox Wealth Management, LLC are [5611, 561, 56111, 561110, 56].
The SIC codes for Cox Wealth Management, LLC are [874, 87].