Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Anne Cox is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Cottonwood Heights, Utah. Elizabeth is a registered investment advisor representative (IAR) in Utah, and is also licensed as a broker-dealer in multiple states including Arizona, California, Idaho, Iowa, Utah, Virginia and Wyoming. Elizabeth has been in the financial services industry since 2018. Her primary focus is on providing retirement planning and financial advice to individuals and families. Elizabeth is also a registered representative of Cambridge Investment Research, Inc., and is able to offer a wide range of investment products and services. Elizabeth is committed to providing her clients with personalized financial advice and investment solutions tailored to their specific needs and goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
UT
01/04/2022 - Present
Cambridge Investment Research Advisors, Inc. (Cottonwood Heights UT)
BOTH
Issued 09/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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