Eric Cox (CRD# 2360876) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 30 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maryland Financial Group, Inc. | Mount Pleasant, SC | May 2016 - Current | 7 |
| Lpl Financial LLC | Mount Pleasant, SC | Apr 2016 - Current | 8 |
| Atlantic Coast Advisory Group Of Charleston, LLC | Mount Pleasant, SC | Jan 2013 - Nov 2016 | 3 |
| Transamerica Financial Advisors, Inc. | Mount Pleasant, SC | Jan 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- KY
- SC
-
Total Assets Under Management1,112MILLIONS
-
Total Number of Accounts3,859ACCOUNTS
-
Average Account Value$288,261
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, DE, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA
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