Amy
Cox
Maryland Financial Group, Inc
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About this Advisor
Amy Cox is a financial advisor based in Rockville, Maryland, working with Maryland Financial Group, Inc. Amy has previously held positions at Maryland Financial Group, Inc, The Monitor Group, LLC, Lpl Financial LLC, and Abc Holding Of The Midatlantic And Southeast, LLC. Amy has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Maryland, Pennsylvania, South Carolina, and Virginia. Currently, Amy is part of Maryland Financial Group, Inc, which operates out of Rockville, Maryland. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$1,112,399,451
40
3,859
$288,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Amy Cox Work History
Lpl Financial LLC
Abc Holding Of The Midatlantic And Southeast, LLC
Maryland Financial Group, Inc
The Monitor Group, LLC
Disclosures
Please visit the SEC profile of Amy Cox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Maryland Financial Group, Inc
Marietta, GA
Mount Pleasant, SC
Lutherville Timonium, MD
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Rockville, MD
Rockville, MD
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