Robert L. Cox

CENTURION WEALTH MANAGEMENT LLC

Duluth, GA 30096

Some features on this profile are disabled

CRD#: 6760269

Professional summary

Robert L Cox Jr. is a registered financial advisor currently at CENTURION WEALTH MANAGEMENT LLC located in Duluth, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Name: Winchester Financial PLanning, LLC Investment-related: Yes Address: Duluth, GA Nature of the other business:Insurance Position, title, or relationship: Insurance Agent Start date: 03/2013 Approximate number of hours/month you devote to the other business:80 Number of hours you devote to the other business during securities trading hours:0 Duties:Client interface, marketing,product recommendations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert L Cox Jr.'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 28, 2023 - Present

CENTURION WEALTH MANAGEMENT LLC

Office #1: 3675 Crestwood Pkwy Suite 400, Duluth, GA 30096

RIA

CRD#: 327991

Duluth, GA

Past

June 30, 2020 - September 25, 2023

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Duluth, GA

Past

May 4, 2017 - January 9, 2020

WINCHESTER WEALTH MANAGEMENT, LLC

RIA

CRD#: 287702

DULUTH, GA

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

Georgia
(8/28/2023)

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

State Security Law Exam

IAR

Series 65

Date: 7/20/2016

Uniform Investment Adviser Law Examination

Current Firm

CENTURION WEALTH MANAGEMENT LLC

CRD#: 327991 / SEC#:

Georgia

Registered Investment Advisory firm - (8/28/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3675 Crestwood Pkwy Suite 400, Duluth, GA 30096

Mailing Address

Phone number

(770) 817-7622

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert L. Cox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert L Cox Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTURION WEALTH MANAGEMENT LLC

GRADIENT ADVISORS, LLC

WINCHESTER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2016

Current Firm

CENTURION WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

CENTURION WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors