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Paul David Cox

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas
Clean record24 years registeredFINANCIAL COUNSELORS INC
5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 4556210Firm CRD# 106398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul David Cox · OVERLAND PARK, KS
Registration
CRD #4556210 · FINANCIAL COUNSELORS INC · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FINANCIAL COUNSELORS INC
Nov 2010Oct 2017
OVERLAND PARK, KS
Nov 2001Nov 2002
ST. LOUIS, MO
02

Registrations & Exams

Registration record
First registered · November 9, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL COUNSELORS INC
CRD 106398 · SEC 801-48195
AUM
$15.1B
Regulatory assets under management
Employees
68
14,421 client accounts
Services offered by FINANCIAL COUNSELORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Paul David Cox offer?
Paul David Cox specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.
What are Paul David Cox's credentials?
Paul David Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul David Cox located?
Paul David Cox is based in OVERLAND PARK, Kansas, last registered with FINANCIAL COUNSELORS INC.
How does Paul David Cox charge for services?
Paul David Cox's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL COUNSELORS INC?
FINANCIAL COUNSELORS INC has approximately 68 employees and manages $15.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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