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Robert L Cox Jr.

CENTURION WEALTH MANAGEMENT
SUWANEE, GA
·CRD# 6760269·10 years experience

Professional Summary

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

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

CENTURION WEALTH MANAGEMENT LLC·CRD# 327991
RIA
1325 Satellite Blvd Nw Suite 1404, Suwanee, GA 30024
August 28, 2023 - Present
GRADIENT ADVISORS, LLC·CRD# 152665
RIA
Duluth, GA
June 30, 2020 - September 25, 2023
WINCHESTER WEALTH MANAGEMENT, LLC·CRD# 287702
RIA
Duluth, GA
May 4, 2017 - January 9, 2020

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Current Firm

CW
CENTURION WEALTH MANAGEMENT LLC

CENTURION WEALTH MANAGEMENT LLC

CRD#: 327991
Georgia
Registered Investment Advisory firm - Georgia (8/28/2023 Approved)

Contact Information

Main Address

1325 Satellite Blvd Nw Suite 1404, Suwanee, GA 30024

Phone Number

(770) 385-1118

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

130

AUM (Assets Under Management)

$22,151,800

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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

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2016About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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