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Ronnie David Cox

Investment adviser representative at Human Interest Advisors LLC
11 yearsExperience
1 stateRegistered in
$8.1BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Human Interest Advisors LLCApr 2023 to now
  2. Pensionmark Securities, LLCSep 2017 to Mar 2023
  3. Capfinancial Securities, LLCMay 2015 to Sep 2017
  4. Pensionmark Financial Group, LLCMay 2015 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (CA).

Human Interest Advisors LLC

$8.1BAssets managed
831,446Clients
2Advisers
11 yearsIn 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
5859050
Firm CRD
269875
Advisor's SEC record (opens in a new tab)
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