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Edwin Alan Cox

MAGNOLIA WEALTH MANAGEMENT LLC·DOTHAN, Alabama
SIE, Series 7, Series 26, Series 63, Series 66Clean record11 years registeredMAGNOLIA 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

MAGNOLIA WEALTH MANAGEMENT LLC
Aug 2018 – present
J. W. COLE ADVISORS, INC.
Jun 2015 – Oct 2018
DOTHAN, AL
SUMMIT FINANCIAL GROUP INC
May 2015 – Jun 2015
DOTHAN, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 26
Series 63
Series 66
Registration record
First registered · May 27, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598 · SEC 801-122653
AUM
$145M
Regulatory assets under management
Employees
2
773 client accounts
Services offered by MAGNOLIA WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAGNOLIA WEALTH MANAGEMENT LLC →
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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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