Matthew Caleb Cox
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
Are you Matthew Caleb Cox? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Kestra Advisory Services, LLCAug 2026 to now
- Kestra Investment Services, LLCAug 2026 to now
- Cetera Advisors LLCSep 2022 to Aug 2026
- Cetera Investment AdvisersAug 2021 to Aug 2026
- Burgdorf Wealth ManagersJan 2021 to Aug 2026
- First Allied Securities, Inc.Jan 2021 to Sep 2022
- U.S. ArmyMay 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (IL, SC, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7327259
- Firm CRD
- 283330