Christopher Cox (CRD# 2889383) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 26 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 |
|---|---|---|---|
| Lpl Financial LLC | Rockville, MD | Mar 2014 - Current | 10 |
| Maryland Financial Group, Inc. | Rockville, MD | Nov 2006 - Current | 17 |
| The Monitor Group, LLC | Rockville, MD | Dec 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- MD
- NH
- TX
- VA
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Total Assets Under Management1,112MILLIONS
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Total Number of Accounts3,859ACCOUNTS
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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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