Fred Cox
President at Premier Partners Wealth Management
- Role
- Vice President at Premier Partners Wealth Management
- Location
- Spokane, WA, US
- LinkedIn followers
- 500 followers
About Fred Cox
I moved to Spokane in 1971 and, with the exception of four years during college, have lived here since then. I have been in the financial services business since 1980, right out of college. I enjoy (sometimes) golfing, skiing, boating on Priest Lake and hanging out with my family. I am proud of my last 40+ years of helping people as they seek to accumulate and preserve assets for their financial independence. Check out our web site at party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial for accuracy or completeness.I may only discuss and/or transact securities business with residents of the following states: WA, OR, CA ID, MT, AZ, KS, WI, VT. NH, SC,
Experience
Vice President
Premier Partners Wealth Management
Jun 1980 — Present · Spokane, WA, US
At Premier Partners Wealth Management, we seek to provide families with financial independence and security through innovative wealth management strategies. We explore and clarify each individual client\'s financial goals, provide our professional advice with honesty, and manage their assets with integrity. We put the needs of families first, striving to deliver unrivaled service and support through life-long client relationships. We offer guidance and wealth management strategies in the following areas: Traditional IRAs, rollover IRAs, individual and joint non-qualified accounts, detailed retirement plans, 401(k) and 403(b) planning, college savings accounts, estate planning, variable and fixed annuities, long term care insurance, and life and disability income insurance. We have built relationships with a wide variety of financial services companies, and should your situation require special or unique treatment, we will be able to deliver it through our network of specialists. Securities and financial planning services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Hyperlinks to these websites can be found in the Contact Info section of this profile. You can learn more about LPL Financial at strategy insures success or guarantees against loss.
Education
Washington State University - College of Business and Economics
BA, Economics
1976 — 1980
The American College of Financial Services
CLU Designation
1981 — 1985
Skills
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Wealth Management
- Series 63
- Investments
- Asset Allocation
- Mutual Funds
- 401k
- Series 7
- Investment Advisory
- Estate Planning
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