Christopher
Cox

Maryland Financial Group, Inc

CRD#2889383
Investment Advisor
in Rockville, MD

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About this Advisor

Christopher Cox is a financial advisor operating in Rockville, Maryland with 17 years of relevant experience. Cox is an advisor for Maryland Financial Group, Inc. Throughout their career, Cox has worked at Fsc Securities Corporation, Maryland Financial Group, Inc, The Monitor Group, LLC and Lpl Financial LLC. Cox maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California, Maryland, New Hampshire, Texas and Virginia. Maryland Financial Group, Inc is a firm headquartered in Rockville, MD. The company has offices in 18 locations and a total of 40 financial advisors. It handles $976 million in total assets across its 3,666 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its 3,666 customer accounts, 38% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Maryland Financial Group, Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Maryland Financial Group, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2600 Tower Oaks Boulevard Suite 220
Rockville, MD 20852

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Maryland Financial Group, Inc Brokerage Details

Total Assets Under Management

$975,955,345

MD Average: $6,889,882,315
Total Number of Employees

40

MD Average: 45
Total Number of Accounts

3,666

MD Average: 765
Average Account Size

$266,218

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Christopher Cox Work History

Christopher has been registered as a financial advisor for 17 years.*

2014 - Present (10 years)

Lpl Financial LLC

2006 - Present (18 years)

Maryland Financial Group, Inc

2004 - Present (20 years)

The Monitor Group, LLC

2004 - 2014 (10 years)

Fsc Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher 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

Eric Cox
Rockville, MD
Thompson Lemaistre
Jacksonville, FL
Mark Rossbach
Rockville, MD
Tyler Corn
Jacksonville, FL
Morgan Crawford
Mount Pleasant, SC
Leah Paul
Mount Pleasant, SC
David Mandell
Mount Pleasant, SC
John Plaugher
Rockville, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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