David Gene Cox
Professional Summary
David Gene Cox, who also goes by David Cox, is a registered financial advisor currently at BEACON WEALTH ADVISORY located in Overland Park, Kansas. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Cox
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.
Current Firm
BEACON WEALTH ADVISORY | BEACON WEALTH ADVISORY LLC
Contact Information
Main Address
10965 Granada Lane Suite 104, Overland Park, KS 66211Phone Number
+1 (800) 994-8993# of Employees
3Documents
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
(4/20/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.
CRS (Client Relationship Summary) - RIA
Click below to view David Gene Cox's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
UBS FINANCIAL SERVICES INC.