Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ted C
Series 66
Richmond, VA
RBC Rochdale, LLC
Ted Cox is a financial advisor with RBC Rochdale, LLC in Richmond, VA, holding the Series 66 designation and has 25 years of industry experience. He has been affiliated with Rochdale Investment Management Inc. and Rim Securities LLC since 2001. Outside of his advisory role, Cox serves as a board member for Breakthrough Collaborative, an organization focused on secondary education, and is also a board member at Reveille United Methodist Church. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment approach that integrates quantitative and fundamental analysis, utilizing proprietary tools and working with sub-advisors to create tailored portfolios across various asset classes.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters