Brian Coxon (CRD# 4987938) is an Investment Advisor Representative working at Oxinas Partners Wealth Management in Louisville, KY and has over 14 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oxinas Partners, Llc D/b/a Oxinas Partners Wealth Management | Lousville, KY | Aug 2018 - Current | 5 |
| M. S. Howells & Company | Scottsdale, AZ | Aug 2018 - Aug 2020 | 2 |
| Waddell & Reed, Inc. | Jeffersonville, IN | Apr 2013 - Aug 2018 | 5 |
| Producer Insight | Chicago, IL | Jul 2017 - Dec 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- KY
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Total Assets Under Management297MILLIONS
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Total Number of Accounts1,661ACCOUNTS
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Average Account Value$178,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IL, IN, KY, NH, NY, OH, PA, PR, TX
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