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Edwin Alan Cox

Investment Adviser Representative at MAGNOLIA WEALTH MANAGEMENT LLC

Dothan, ALCRD #4750618Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
3 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Edwin Alan Cox has worked in the securities industry since 2004. They are registered to provide investment advisory services in Alabama, Florida, and Georgia.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
AlabamaFloridaGeorgia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/26/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 8/16/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/6/2004
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 8/24/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $250,0001.40%
$250,000.01 to $500,0001.30%
$500,000.01 to $1,000,0001.25%
$1,000,000.01 to $2,000,0000.95%
$2,000,000.01 to $5,000,0000.75%
Over $5,000,0000.00%
Source

Magnolia Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MAGNOLIA WEALTH MANAGEMENT LLCCurrent
8/13/2018Dothan, AL
J. W. COLE ADVISORS, INC.
6/12/201510/16/2018Dothan, AL
SUMMIT FINANCIAL GROUP INC
5/27/20156/12/2015Dothan, AL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MAGNOLIA WEALTH MANAGEMENT LLC

1 other advisor in the directory

View MAGNOLIA WEALTH MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edwin Alan Cox has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Edwin Alan Cox - Financial Advisor in Dothan, AL | AdvisorFinder