Eric
Cox
Maryland Financial Group, Inc
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About this Advisor
Eric Cox is a financial advisor operating in Rockville, Maryland with 7 years of industry experience. Cox currently works for Maryland Financial Group, Inc. Throughout their career, Cox has worked at Transamerica Financial Advisors, Inc, Ing Financial Partners Inc, Atlantic Coast Advisory Group Of Charleston, LLC, Maryland Financial Group, Inc 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 is approved to advise clients in Kentucky and South Carolina. Maryland Financial Group, Inc is a firm operating out of Rockville, MD. The company has offices in 18 locations and a total of 40 advisors. It has $976 million in assets across its 3,666 client accounts, placing it among the larger firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 3,666 accounts, 38% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees depend on which services are offered. Fees billed by Maryland Financial Group, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$975,955,345
40
3,666
$266,218
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Cox Work History
Eric has been registered as a financial advisor for 7 years.*
Maryland Financial Group, Inc
Lpl Financial LLC
Transamerica Financial Advisors, Inc
Ing Financial Partners Inc
Atlantic Coast Advisory Group Of Charleston, LLC
*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 Eric 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
Jacksonville, FL
Rockville, MD
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Mount Pleasant, SC
Lutherville Timonium, MD
Mount Pleasant, SC
Rockville, MD
Mount Pleasant, SC
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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