Brandon Michael Cox
Investment adviser representative at Coastline Complete Wealth LLC
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$213.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Coastline Complete Wealth LLCDec 2025 to now
- Commonwealth Financial NetworkJun 2023 to Nov 2025
- Edward JonesAug 2010 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (GA, SC, TX).
Coastline Complete Wealth LLC
$213.6MAssets managed
186Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5829183
- Firm CRD
- 338227