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Richard Cox Sr Email & Phone Number
Certified Financial Planner® Practitioner
at
Osaic
1 work email found
@coxwealth.com
8 phones found area 423 and 615
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner® Practitioner
Location
Chattanooga, Tennessee, United States
Company size
Who is Richard Cox Sr? Overview
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Quick answer
Richard Cox Sr is listed as Certified Financial Planner® Practitioner at Osaic, a company with 2395 employees, based in Chattanooga, Tennessee, United States. AeroLeads shows a work email signal at coxwealth.com, phone signal with area code 423, 615, and a matched LinkedIn profile for Richard Cox Sr.
Richard Cox Sr previously worked as Chief Managing Member at Cox Wealth Management, Llc and Office of Supervisory Jurisdiction (OSJ) Registered Principal at Osaic. Richard Cox Sr holds Chartered Financial Consultant, Financial Planning from The American College Of Financial Services.
Company email context
Email format at Osaic
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{first}@coxwealth.com
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AeroLeads found 1 current-domain work email signal for Richard Cox Sr. Compare company email patterns before reaching out.
Profile bio
About Richard Cox Sr
As Founder and Chief Managing Member of Cox Wealth Management, LLC, I serve as a personal CFO and fiduciary advisor to many successful business owners, professionals, physicians, and their families. I provide a full range of tax, estate, investment, and planning services to help them realize their life goals and create a lasting legacy.As a CERTIFIED FINANCIAL PLANNER® Practitioner and a Registered Principal at Osaic Wealth, Inc., I perform investment advisory and portfolio management, comprehensive financial planning, and fiduciary oversight of ERISA plan design and DOL compliance reviews. I also hold the Accredited Estate Planner®, Chartered Financial Consultant®, and Chartered Life Underwriter® designations, demonstrating my commitment to excellence and ethics in my field. I am passionate about educating and empowering my clients and the public on various financial topics, and I have authored, contributed, and spoken on a wide range of financial subjects. My mission is to help my clients build a Significant Life that reflects their values, vision, and purpose. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Any opinions expressed in this forum are not the opinion or view of Osaic Wealth, Inc. and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Listed skills include Certified Financial Planner Practitioner, Accredited Estate Planner, Accredited Tax Advisor, Chartered Financial Consultant, and 1 others.
Current workplace
Richard Cox Sr's current company
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Osaic
11 roles
Richard Cox Sr work experience
A career timeline built from the work history available for this profile.
Chief Managing Member
CurrentRichard is the founder and Chief Managing Manager at Cox Wealth Management, LLC a Tax and Accounting Firm located in Chattanooga, Tennessee, providing a full range of Tax, Estate, Investment and planning services to his clients.Just as a Chief Financial Officer (CFO) of a corporation works toward achieving financial success, we serve as the personal CFO to.
Jun 1996 - Present
Certified Financial Planner® Practitioner
CurrentMr. Cox performs Investment Advisory and Portfolio Management, Comprehensive Financial Planning, Fiduciary oversight of ERISA Plan Design and DOL Compliance reviews for 401k, Defined Contribution, and Defined Benefit Plans.
May 2015 - Present
Office Of Supervisory Jurisdiction (Osj) Registered Principal
CurrentRichard holds the position of Registered Principal and Supervising OSJ Manager of American Portfolios Financial Services, Inc a registered Broker/Dealer located in Holbrook, NY through which he manages and Supervises an Office of Supervisory Jurisdiction (OSJ) office, with branch offices located in Chattanooga, TN, Daphne, AL, Roswell, GA, Waverly Hall, GA.
Aug 2010 - Present
Registered Principal / Branch Manager
Richard held the position of Registered Principal and Branch Manager of FSC Securities Corporation, a registered Broker/Dealer located in Atlanta, GA through which he managed a Securities Brokerage Branch Office. He also served on the FSC Advisory Board from 1995 to 2001 serving as liaison overseeing the back office technology being developed by the firm.
Oct 1992 - Jul 2010
Principal / Legal Agent
FSC Advisory Corporation was a Registered Investment Adviser in the State of Tennessee owned by FSC Securities Corporation. Richard L. Cox, Sr. served as the Principal and Resident Legal Agent of the Firm and helped build the systems and processes used by FSC for the Investment Advisory, Financial Planning, and hourly engagements.
Oct 1992 - Jun 1996
Registered Principal
OSJ Branch Manager, in Chattanooga, TN. Richard was one of the Top 13 OSJ's and helped in the design and implementation of the back office systems and technology for the predecessor Broker Dealer (Southmark Financial Services in Dallas, TX) and also helped with the transition and buyout of Southmark by SunAmerica Securities, Phoenix, AZ.
Aug 1986 - Oct 1992
President Ceo
CurrentRichard started Cox & Associates in 1984 as an independent insurance agency where he conducts an active Life, Health, Group Medical, Disability and Long Term Care insurance agency. He incorporated the firm in October 1993 as Cox Financial Centers, Inc. where he continues to serve as President/ CEO
Apr 1984 - Present
Chief Executive Officer
CurrentAs Chief Executive Officer of Legacy Trust Administration Richard oversees the management of the Trust, Estate, and Business accounting needs of their clients, including the necessary court filings, and the reconciliation and processing on behalf of Executors and Trustees.
Sep 1993 - Present
Chief Executive Officer
Advisor Planning Corporation
As Chief Executive Officer of Advisor Planning Corporation dba The Advisor Answer® Financial Network Richard manages the build out of technology, intellectual property, management consulting, and back office process for Broker Dealers and Registered Investment Advisers.
Oct 2000 - Dec 2018
Agent / Unit Supervisor
Richard started his financial services career with Life & Casualty of Tennessee located in Nashville, TN which was purchased by American General, Houston TX. He was the leading agent for the company for several years and also worked with the Home Office product development department in the design and construction of the LifeStyle product used in the.
Dec 1976 - Apr 1984
4 education records
Richard Cox Sr education
Chartered Financial Consultant, Financial Planning
The American College Of Financial Services
Accredited Tax Advisor, Institute Of Tax Studies (Taxation)
College For Financial Planning
Chartered Life Underwriter, Life Insurance
The American College Of Financial Services
Accredited Estate Planner, Estate Planning
The American College Of Financial Services
FAQ
Frequently asked questions about Richard Cox Sr
Quick answers generated from the profile data available on this page.
What company does Richard Cox Sr work for?
Richard Cox Sr works for Osaic.
What is Richard Cox Sr's role at Osaic?
Richard Cox Sr is listed as Certified Financial Planner® Practitioner at Osaic.
What is Richard Cox Sr's email address?
AeroLeads has found 1 work email signal at @coxwealth.com for Richard Cox Sr at Osaic.
What is Richard Cox Sr's phone number?
AeroLeads has found 8 phone signal(s) with area code 423, 615 for Richard Cox Sr at Osaic.
Where is Richard Cox Sr based?
Richard Cox Sr is based in Chattanooga, Tennessee, United States while working with Osaic.
What companies has Richard Cox Sr worked for?
Richard Cox Sr has worked for Osaic, Cox Wealth Management, Llc, Cox Financial Centers, Inc, Legacy Trust Administration Services Inc., and Advisor Planning Corporation.
How can I contact Richard Cox Sr?
You can use AeroLeads to view verified contact signals for Richard Cox Sr at Osaic, including work email, phone, and LinkedIn data when available.
What schools did Richard Cox Sr attend?
Richard Cox Sr holds Chartered Financial Consultant, Financial Planning from The American College Of Financial Services.
What skills is Richard Cox Sr known for?
Richard Cox Sr is listed with skills including Certified Financial Planner Practitioner, Accredited Estate Planner, Accredited Tax Advisor, Chartered Financial Consultant, and Chartered Life Underwriter.
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