Robert A Cox

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2004 → 04/2021
  Raymond James Financial Services, Inc.
  Dallas, TX
• 01/2005 → 10/2021
  Quest Capital Management Inc
  Dallas, TX
• 04/2006 → Present
  Insurance - Non Variable
  Dallas, TX
• 10/2021 → Present
  Mercer Global Advisors
  Denver, CO

Previous Registrations

• 2005-01-28 → 2022-03-22
  Quest Capital Management, Inc.
  Dallas, TX
  Dallas, TX
• 2004-12-15 → 2005-05-11
  Raymond James Financial Services, Inc.
  Dallas, TX
  Dallas, TX
• 2003-12-19 → 2004-12-16
  Mml Investors Services, Llc
  Oklahoma City, OK
• 2000-06-05 → 2003-12-31
  Quest Capital Management, Inc.
  Dallas, TX
• 2003-10-17 → 2003-10-28
  Mml Investors Services, Llc
  Oklahoma City, OK

Other Businesses

1. Quest Capital Management, Inc. Address: Dallas, TX Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 04/07/2006 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: Agent 2. INSURANCE - NON VARIABLE - DALLAS, TX. 04/2006 TO PRESENT. INVESTMENT RELATED. AGENT. NON-VARIABLE INSURANCE SALES. 1 HOUR PER WEEK, 1 HOUR DURING TRADING. 3. Loxley Group LLC Address: Dallas, TX Nature of the Business: Other (unpaid) Position/Title: Agent Investment Related:No Start Date: 07/27/2020 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: I am listed as the registered agent to receive property tax related correspondence. Executor on spouse's will.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1997-08-27

Designations

• Certified Financial Planner

Other Names

• Rob Cox
• Robert A Cox
• Robert Allen Cox