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James B Cox

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC·MARYSVILLE, Ohio
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127 W. 5TH STREET, MARYSVILLE, OH 43040CRD# 4650773Firm CRD# 328478
01

About

James B Cox is a registered financial advisor based in MARYSVILLE, Ohio, affiliated with MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS 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
Nonprofits & Foundations
03

Firm Overview

Firm
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
AUM
$571M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4650773
Firm CRD# 328478
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James B Cox offer?
James B Cox specializes in Financial Planning, Investment Management. Contact their office in MARYSVILLE, Ohio for a consultation.
What are James B Cox's credentials?
James B Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James B Cox located?
James B Cox is based in MARYSVILLE, Ohio, working with MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC. Their office serves clients in the MARYSVILLE metropolitan area and surrounding communities.
How does James B Cox charge for services?
James B 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 MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC?
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC has approximately 20 employees and manages $571M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARYSVILLE
Mark Robert Finney — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLCMegan Mccarthy Collins — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLCTony Edward Dalton — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLCWesley Wayne Bean — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLCThomas Allen Mccarthy — MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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