IC
Ira W. Cox
VICTORY CAPITAL MANAGEMENT
Durham, NC 27701
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CRD#: 1801610
IC
Professional summary
Ira William Cox, CIMA®, CPWA®, who also goes by Billy Cox, is a registered financial advisor currently at VICTORY CAPITAL MANAGEMENT INC. located in Durham, North Carolina and VICTORY CAPITAL SERVICES, INC. located in Avon Lake, Ohio.
Ira is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Ira has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Billy Cox
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. As of January 2007, Owner and Landlord of rental property located at 452 S. Main Street, Davidson, NC 28036. Responsibilities include managing the property and overseeing lease renewal paperwork. This is not investment related. Will devote one hour per month toward this activity - zero hours during securities trading hours. 2. Since July 2020, Committee Chairperson, Board of Directors, Towson University Foundation, located at York Road, Baltimore, MD 21252. Duties include organizing and managing general Foundation activities. This is investment related. Will devote approximately two hours per month toward this activity - zero hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Ira William Cox's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®
Start date: 2008-04-23
Expire date: 2023-01-31
Experience
Current
September 18, 2025 - Present
VICTORY CAPITAL MANAGEMENT INC.
Office #1: 280 South Mangum Street, Durham, NC 27701RIA
CRD#: 106189
Durham, NC
Current
April 1, 2025 - Present
VICTORY CAPITAL SERVICES, INC.
BD
CRD#: 37059
Avon Lake, OH
Past
January 4, 2021 - April 25, 2025
AMUNDI ASSET MANAGEMENT US, INC.
RIA
CRD#: 107719
BOSTON, MA
Past
February 12, 2016 - December 31, 2020
AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.
RIA
CRD#: 138756
BOSTON, MA
Past
January 4, 2016 - April 1, 2025
AMUNDI DISTRIBUTOR US, INC.
BD
CRD#: 24497
BOSTON, MA
Past
August 26, 2014 - December 19, 2015
MORGAN STANLEY DISTRIBUTION, INC.
BD
CRD#: 30344
NEW YORK, NY
Past
January 29, 2003 - August 17, 2007
ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC
RIA
CRD#: 108057
NEW YORK, NY
Past
January 15, 2002 - August 21, 2014
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
BD
CRD#: 25567
NEW YORK, NY
Past
July 29, 1997 - January 25, 2002
NICHOLAS-APPLEGATE SECURITIES LLC
BD
CRD#: 31205
SAN DIEGO, CA
Past
November 28, 1989 - June 27, 1997
ALEX. BROWN & SONS INCORPORATED
BD
CRD#: 20
Past
October 17, 1989 - November 15, 1989
BALTIMORE BANCORP INVESTMENT SERVICES, INC.
BD
CRD#: 17514
Past
September 20, 1988 - July 17, 1989
THE CHAPMAN CO.
BD
CRD#: 19178
Past
August 18, 1988 - September 1, 1988
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICTORY CAPITAL MANAGEMENT INC.
CEMP | VICTORY SBSF CAPITAL MANAGEMENT | VICTORY NEWBRIDGE CAPITAL MANAGEMENT | VICTORY INCOME INVESTORS | VICTORY GRADISION CAPITAL MANAGEMENT | VICTORY CAPITAL SOLUTIONS | VICTORY CAPITAL MANAGEMENT INC. | VICTORY CAPITAL | VICTORY ADVISORS INC | VICTORY | TRIVALENT INVESTMENTS | THB ASSET MANAGEMENT | SYCAMORE CAPITAL | SOPHUS CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | NEWBRIDGE ASSET MANAGEMENT | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | MUNDER CAPITAL | MUNDER | KEY ASSET MANAGEMENT INC | INTEGRITY ASSET MANAGEMENT | INTEGRITY | INCORE CAPITAL MANAGEMENT | EXPEDITION INVESTMENT PARTNERS | DIVERSIFIED EQUITY MANAGEMENT | COMPASS EMP | COMPASS EFFICIENT MODEL PORTFOLIOS
CRD#: 106189 / SEC#: 801-46878
RIA
Registered Investment Advisory firm - (5/10/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(4/1/2025)
RR
Massachusetts(4/1/2025)
RR
North Carolina(4/1/2025)
RR
South Carolina(4/1/2025)
IAR
Texas(9/18/2025)
RR
Virginia(4/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VC
VICTORY CAPITAL MANAGEMENT INC.
CEMP | VICTORY SBSF CAPITAL MANAGEMENT | VICTORY NEWBRIDGE CAPITAL MANAGEMENT | VICTORY INCOME INVESTORS | VICTORY GRADISION CAPITAL MANAGEMENT | VICTORY CAPITAL SOLUTIONS | VICTORY CAPITAL MANAGEMENT INC. | VICTORY CAPITAL | VICTORY ADVISORS INC | VICTORY | TRIVALENT INVESTMENTS | THB ASSET MANAGEMENT | SYCAMORE CAPITAL | SOPHUS CAPITAL | RS INVESTMENTS | PIONEER INVESTMENTS | NEWBRIDGE ASSET MANAGEMENT | NEW ENERGY CAPITAL | MUNDER CAPITAL MANAGEMENT | MUNDER CAPITAL | MUNDER | KEY ASSET MANAGEMENT INC | INTEGRITY ASSET MANAGEMENT | INTEGRITY | INCORE CAPITAL MANAGEMENT | EXPEDITION INVESTMENT PARTNERS | DIVERSIFIED EQUITY MANAGEMENT | COMPASS EMP | COMPASS EFFICIENT MODEL PORTFOLIOS
CRD#: 106189 / SEC#: 801-46878
RIA
Registered Investment Advisory firm - (5/10/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15935 La Cantera Pkwy, San Antonio, TX 78256
Mailing Address
Phone number
(877) 660-4400
Established
Firm type
Fiscal year end
# of Employees
460
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,566 |
| AUM (Assets Under Management) | $ 152,291,202,954 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VICTORY CAPITAL MANAGEMENT INC.
CRD#: 106189Durham, NC 27701TRUST BUT VERIFY
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