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Edwin Alan Cox

MAGNOLIA WEALTH MANAGEMENT LLC·DOTHAN, Alabama
Clean recordMAGNOLIA WEALTH MANAGEMENT LLC
1535 HONEYSUCKLE ROAD, DOTHAN, AL 36305CRD# 4750618Firm CRD# 297598

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edwin Alan Cox · DOTHAN, AL
Registration
CRD #4750618 · MAGNOLIA WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edwin Alan Cox is a registered financial advisor based in DOTHAN, Alabama, affiliated with MAGNOLIA WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MAGNOLIA WEALTH MANAGEMENT LLC
MAGNOLIA WEALTH MANAGEMENT LLC
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MAGNOLIA WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4750618
Firm CRD# 297598
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edwin Alan Cox offer?
Edwin Alan Cox specializes in Financial Planning, Investment Management. Contact their office in DOTHAN, Alabama for a consultation.
What are Edwin Alan Cox's credentials?
Edwin Alan Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edwin Alan Cox located?
Edwin Alan Cox is based in DOTHAN, Alabama, working with MAGNOLIA WEALTH MANAGEMENT LLC. Their office serves clients in the DOTHAN metropolitan area and surrounding communities.
How does Edwin Alan Cox charge for services?
Edwin Alan Cox's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGNOLIA WEALTH MANAGEMENT LLC?
MAGNOLIA WEALTH MANAGEMENT LLC has approximately 2 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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