NSB Wealth Advisors | LPL Financial
Peter J. Cox
Vice President | Wealth Advisor
Phone
Branch/Office Location
Peter J. Cox
Vice President | Wealth Advisor
About Peter
- Series 7, Series 63, Series 65 and Series 55 registrations held with LPL Financial and Life & Health Insurance licensed
With more than 26 years of financial industry experience, Peter has held management positions at Bear Stearns and other institutions and is a 20-year member of the New York Stock Exchange. He is a native New Yorker and an alum of The University of Rhode Island.
As a wealth advisor with NSB Wealth Advisors, he assists clients with financial transactions, planning, insurance services, and investment portfolio management, as well as provides professional guidance for wealth management and advisory services.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nevada State Bank, a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
Zions Bancorporation provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay Zions Bancorporation for these referrals. This creates an incentive for Zions Bancorporation to make these referrals, resulting in a conflict of interest. Zions Bancorporation is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.