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Christopher Lee Cox

Maryland Financial Group, Inc.

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About Christopher Lee Cox

Christopher Cox is a financial advisor with over 25 years of experience in the industry. Christopher is registered with Maryland Financial Group, Inc. and holds Series 7, 31, and 63 licenses, as well as the SIE and Series 65 exams. Christopher has experience working with individuals, families, and businesses. Christopher has experience with the following types of clients: High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses, and Individuals Other Than High Net Worth.

Firm Information

Christopher Cox is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Cox’s Registration & Firm History

MD

04/06/2010 - Present

Maryland Financial Group, Inc. (ROCKVILLE MD)

MD

04/14/2004 - 04/02/2014

FSC SECURITIES CORPORATION (ROCKVILLE MD)

CO

01/01/2004 - 05/10/2004

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

GA

05/02/2003 - 01/01/2004

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

NY

09/03/1999 - 04/22/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

01/12/1998 - 09/13/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

01/12/1998 - 01/29/1999

JOSEPHTHAL & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 01/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Christopher Lee Cox. Review regulatory record here.
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