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GC

Gayle K. Cox

COX & COMPANY INVESTMENT ADVISORS
Lavernia, TX
Some features on this profile are disabled
CRD#: 6061149
GC

Professional summary

Gayle K Cox, who also goes by Gayle Kari Gessner, is a registered financial advisor currently at COX & COMPANY INVESTMENT ADVISORS, INC. located in Lavernia, Texas and PHYSICIANS CAPITAL INVESTMENT ADVISORS located in La Vernia, Texas.

Gayle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Gayle has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gayle Kari Gessner

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.
GJCOX & COMPANY, LLC - Managing Member - 1057 County Road 361, La Vernia, TX 78121 - EQUINE SMALL BUSINESS CONSULTING COMPANY, Est 2003 - 25-30 hrs/month GAYLE COX CPA - President - Texas CPA Firm - est 2005 - 1057 County Road 361, La Vernia, TX 78121 - 80 hours/month - COX & COMPANY INVESTMENT ADVISORS INC - A Texas State Registered Investment Advisor -- President, est 2012 - 1057 County Road 361, La Vernia, TX 78121 - Investment and comliance manager - 30 hrs/month GESSNER & COMPANY INC dba PHYSICIANS CAPITAL INVESTMENT ADVISORS - A Wisconsin and Texas State Registered Investment Advisor - 1.1.24 to present - 1057 County Road 361, La Vernia, TX 78121 - Investment and compliance manager - 10 hrs/month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gayle K 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®
None

Experience

Current

August 30, 2012 - Present

COX & COMPANY INVESTMENT ADVISORS, INC.

RIA
CRD#: 162306
Lavernia, TX
Current

January 30, 2025 - Present

PHYSICIANS CAPITAL INVESTMENT ADVISORS

RIA
CRD#: 113942
La Vernia, TX
Past

March 18, 2024 - December 31, 2024

PHYSICIANS CAPITAL INVESTMENT ADVISORS

RIA
CRD#: 113942
LA VERNIA, TX

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.

Highlighted states indicate IAR registrations

IAR
Texas
(8/30/2012)
IAR
Wisconsin
(1/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/30/2011
Uniform Investment Adviser Law Examination

Current Firm

C&
COX & COMPANY INVESTMENT ADVISORS, INC.
COX & COMPANY INVESTMENT ADVISORS, INC. | GJ COX & COMPANY, LLC | GAYLE K COX CPA PC | COX & COMPANY INVESTMENTS, INC.

CRD#: 162306 / SEC#:

Texas
Registered Investment Advisory firm - (8/30/2012 Approved)
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Contact information

Main Address
Lavernia, TX
Mailing Address
Phone number
(210) 872-8436
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 16,914,201

Red Flags

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.

Company Information

COX & COMPANY INVESTMENT ADVISORS, INC.

CRD#: 162306Lavernia, TX

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