Mary C Cox

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Birmingham, MI
• 11/2016 → 07/2020
  Wells Fargo Clearing Services, Llc
  Birmingham, MI
• 01/2022 → 05/2025
  Wells Fargo Clearing Services, Llc
  Grosse Pointe Farms, MI
• 07/2020 → 10/2021
  Home-Disability
  Detroit, MI
• 05/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Grosse Pointe Farms, MI

Previous Registrations

• 2022-03-18 → 2025-05-08
  Wells Fargo Clearing Services, Llc
  Grosse Pointe Farms, MI
• 2019-02-09 → 2020-07-21
  Wells Fargo Clearing Services, Llc
  Birmingham, MI
  Grosse Pointe Farms, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-02-09
• S63 Uniform Securities Agent State Law Examination
  2009-07-18

Other Names

• Mary C Cox
• Mary Cox