CC
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Christine Ann Cox

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

101 Crawfords Corner Road, Suite 4125, Holmdel, NJ, 07733

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christine operates her LPL business through Christopher Edwards Financial Associates, dedicating full-time hours to it. She is also involved in insurance through The Fortis Agency, LLC and West Capital Strategies, LLC, and has a holding company for a restaurant investment and co-owns rental real estate.

Employment History
Current Registrations
Fortis Group Advisors LLC
December 2022 - Present · 3 yrs 2 mos
LPL Financial LLCBroker
October 2022 - Present · 3 yrs 4 mos
State Registrations34 states
AKARAZCACOCTDEFLGAIAILINLAMAMDMENCNDNENHNJNMNVNYOHOKPASCSDTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.