Claim Profile
CC

Christopher Lee Cox

MARYLAND FINANCIAL GROUP, INC.·ROCKVILLE, Maryland
Unclaimed Profile
2600 TOWER OAKS BOULEVARD, ROCKVILLE, MD 20852CRD# 2889383Firm CRD# 122320
01

About

Christopher Lee Cox is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with MARYLAND FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARYLAND FINANCIAL GROUP, INC.
MARYLAND FINANCIAL GROUP, INC.
AUM
$1.1B
Regulatory assets under management
Employees
40
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2889383
Firm CRD# 122320
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCKVILLE?

Browse all registered financial advisors in ROCKVILLE, Maryland or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Christopher Lee Cox offer?
Christopher Lee Cox specializes in Financial Planning, Investment Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Christopher Lee Cox's credentials?
Christopher Lee Cox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Lee Cox located?
Christopher Lee Cox is based in ROCKVILLE, Maryland, working with MARYLAND FINANCIAL GROUP, INC.. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Christopher Lee Cox charge for services?
Christopher Lee Cox's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARYLAND FINANCIAL GROUP, INC.?
MARYLAND FINANCIAL GROUP, INC. has approximately 40 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty