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William Henry Cox

Advisor at FIFTH THIRD SECURITIES, Inc. — Rockville, IN

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Rockville, IN 47872

FIFTH THIRD SECURITIES, Inc. logo

FIFTH THIRD SECURITIES, Inc.

Enterprise

Total advisors

1,018

Across 558 offices

Clients per advisor

45 Low

Avg AUM per client

$230,450 Low

HNW client ratio

4% Low

About

William Cox is a financial advisor with Fifth Third Securities, Inc. in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate entities, and institutional investors. The firm is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank, offering multiple discretionary managed-account options and advanced features such as direct indexing and tax-overlay services.

Client services

Based on FIFTH THIRD SECURITIES, Inc.

Financial planning Portfolio management Selection of other advisers Sponsor wrap fee program

Expertise

Based on FIFTH THIRD SECURITIES, Inc.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.80%

Other

Account minimum: $10,000 (Passageway Focus Program minimum; other programs range from $50,000 to $100,000)

Location

See office

Rockville, IN

720 N. Lincoln Road

Rockville IN 47872

Advisors at this office

1

Most active in

Indiana

Work history

28 years of industry experience

Fifth Third Securities

2015 - Present • 11 years

Terre Haute, IN

Investment Professionals, INc.

2012 - 2015 • 3 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian M

ChFC®, Series 63, Series 65

Clinton, IN

Ameritas Advisory Services, LLC

Brian Mcleish Sr. is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with Ameritas Advisory Services, LLC and its affiliated entities. Outside of his advisory role, he serves as president of the Board for the Community Recreation Center in Clinton, IN, works as a high school basketball official, and is a partner and vice president of McLeish Enterprises LLC, a startup business renting golf simulator time. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and maintains a corporate structure that includes affiliated broker-dealer and insurance companies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals

Eric B

CFP®, Series 66

Rockville, IN

Edward Jones

Eric Byers is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he managed Byers Farms LLC, an agricultural business where he performed caretaking of animals and farm machinery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs. The firm offers both discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Monti B

Series 63, Series 66

Rockville, IN

Edward Jones

Monti Byers is a financial advisor with Edward Jones in Rockville, Indiana, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as president of BBZ Enterprises, Inc., where he is involved in sourcing investment capital and examining financial statements for real estate investments. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor and branch network and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning Retired Founder/Business Owner Executive

Jessica L

Series 66

Rockville, IN

Edward Jones

Jessica Lynk is a financial advisor with Edward Jones in Rockville, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, Lynk serves on the board of directors for Torch Newspapers, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive

Laurie H

Series 66

Clinton, IN

Edward Jones

Laurie Harbison is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Laurie is based in Clinton, Indiana. Outside of her advisory role, her family is involved with a farm business in Rockville, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive

Chance J

Series 66

Clinton, IN

Edward Jones

Chance Jones is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Collom Excavating and in educational roles at Trine University and Riverton Parke High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Income planning General retirement planning Founder/Business Owner Mid-Career Professionals
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