CC
CC

Christopher Sean Cox

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B

Fee Structure

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Location

3507 N University Ave, Suite 150, Provo, UT, 84604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher owns Beach III, LLC, an online retail t-shirt store, dedicating about 10-20% of his time. He is also a limited partner in Forward Partners Group and offers fixed life and annuity products, spending minimal time on each.

Employment History
Current Registrations
Portside Wealth Group, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Baker Tilly Wealth Management, LLC
April 2021 - April 2024 · 3 yrs
Allworth Financial, L.P.
October 2019 - March 2021 · 1 yr 5 mos
Siena Wealth Management, INC.
March 2014 - November 2019 · 5 yrs 8 mos
Foothill Securities, INC.
February 2009 - February 2014 · 5 yrs
Berthel Fisher & Company Financial Services, INC.
March 2008 - December 2008 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.