Elizabeth CoxCRD Number: 7026177
Current Firm: Cambridge Investment Research Advisors, Inc.
Elizabeth Cox (CRD# 7026177) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, UT and has 1 year of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Jan 2022 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2020 - Current||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Sep 2018 - Current||3|
|Thumbtack Inc.||Draper, UT||Oct 2014 - Sep 2018||3|
|Unemployed||Draper, UT||Aug 2010 - Oct 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management82,247MILLIONS
Total Number of Accounts382,713ACCOUNTS
Average Account Value$214,906
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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