Richard L. Cox, Sr., a native of Chattanooga, Tennessee, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Washington, DC. He has also earned the Chartered Financial Consultant (ChFC®) and the Chartered Life Underwriter (CLU®) designations from the American College, Bryn Mawr, PA.
He has also been recognized as an Accredited Tax Advisor® (ATA®) By the Accreditation Council for Accountancy and Taxation, Alexandria, VA and as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils, Cleveland, OH and the Certified Kingdom Advisor® (CKA) by Kingdom Advisors, Inc., Atlanta, GA
Richard’s 40-year practice of Financial Services began with AIG in 1976, until 1984 when he founded his own independent firm Cox & Associates (now Cox Financial Centers, Inc.). In 1998 he founded Cox Wealth Management, LLC a Tax and Accounting firm to offer accounting and wealth management services to his clients.
Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Investment advisory services offered through American Portfolios Advisors, Inc. a SEC Registered Investment Advisor
Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc