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John Brown Cox

WAVERLY ADVISORS, LLC·BIRMINGHAM, Alabama
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600 UNIVERSITY PARK PLACE, BIRMINGHAM, AL 35209CRD# 4597091Firm CRD# 115332
01

About

John Brown Cox is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with WAVERLY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WAVERLY ADVISORS, LLC
WAVERLY ADVISORS, LLC
AUM
$14.5B
Regulatory assets under management
Employees
254
Total firm employees
View all advisors at WAVERLY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4597091
Firm CRD# 115332
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Brown Cox offer?
John Brown Cox specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are John Brown Cox's credentials?
John Brown Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Brown Cox located?
John Brown Cox is based in BIRMINGHAM, Alabama, working with WAVERLY ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does John Brown Cox charge for services?
John Brown Cox's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAVERLY ADVISORS, LLC?
WAVERLY ADVISORS, LLC has approximately 254 employees and manages $14.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BIRMINGHAM
Justin Thomas Russell — WAVERLY ADVISORS, LLCRhett Christian Bennett — RESEED FUND MANAGER, LLCEric Jason Ralph — HIGHLAND ASSOCIATES INCCarl Donald Hess — H/N MANAGEMENT, LLCJames Samuel Fitch — BRIDGEWORTH, LLC
Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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