advisor

Richard L. Cox, Sr., CFP®, ChFC®, CLU®, AEP®, CKA®

advisor

Chief Managing Member

Cox Wealth Management, Llc

Areas of Concentration

Comprehensive Financial Planning

Investment Management

Retirement Planning

Estate Planning

Small Business Planning

Tax Planning

Wealth Management

Description

Cox Wealth Management, LLC has helped many of our clients work toward achieving their lifetime goals through a systematic process of analyzing, prioritizing, and planning an overall "client-centered" strategy. We help our clients through the actual implementation of our recommendations, including selecting investments, developing risk management techniques, analyzing retirement planning options, developing business management strategies, and suggesting tax reduction ideas. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Licensed in these states: AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, TX, VT, VA, WA, WV, WI

Employment & Regulatory History

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Office Location

Cox Wealth Management, Llc

6031 Shallowford Road

Chattanooga, TN 37421

Osaic Wealth, Inc.

6031 Shallowford Rd

Chattanooga, TN 37421

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