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James B Cox

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James B Cox · MARYSVILLE, OH
Registration
CRD #4650773 · MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

Thomas Allen Mccarthy
MARYSVILLE, OH
Tony Edward Dalton
MARYSVILLE, OH
Wesley Wayne Bean
MARYSVILLE, OH
Mark Robert Finney
MARYSVILLE, OH
Megan Mccarthy Collins
MARYSVILLE, OH
Ryan Edwin Mickelson
MARYSVILLE, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)
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Research
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