Beverly Biles Cox

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2013 → 05/2025
  Scf Securities, Inc.
  Fresno, CA
• 05/2013 → 05/2025
  Scf Investment Advisors, Inc.
  Fresno, CA
• 03/2013 → 05/2025
  B. Cox Planning
  Gig Harbor, WA
• 05/2025 → Present
  Lpl Financial Llc
  Gig Harbor, WA

Previous Registrations

• 2013-05-13 → 2025-05-13
  Scf Investment Advisors, Inc.
  Fresno, CA
  Gig Harbor, WA
  San Diego, CA
  Gig Harbor, WA
• 2004-08-10 → 2013-05-16
  Walnut Street Securities, Inc.
  Gig Harbor, WA
  Mission Viejo, CA

Other Businesses

1- 05/2025 - B Cox Planning - Non-Variable Insurance - Insurance Broker - Investment Related - At Reported Business Location(s) - Start Date 04/01/1987 - 50 hours per month/ 0 hours during trading 2- 05/2025 - B Cox Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2002 - 80 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-05-23
• S63 Uniform Securities Agent State Law Examination
  1996-11-05

Designations

• Certified Financial Planner

Other Names

• Beverly Biles
• Bev Cox