Elizabeth Anne Cox
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
Areas of Practice
Advisor Information
Office location
6695 S. 1300 East, Cottonwood Heights, UT, 84121
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Elizabeth Anne CoxRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Elizabeth works as an advisory representative of a registered investment advisor, spending nearly full-time there, including a significant amount of time trading. She also owns an S-Corp, Retirement Strategy Group, dedicating minimal time to it.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations6 states
Exams