Elizabeth Anne Cox
4 Years of Experience
Broker
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B
Fee Structure
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Contact
Elizabeth Anne Cox
Location
6695 S. 1300 East, Cottonwood Heights, UT, 84121
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
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.
January 2022 - Present · 4 yrs 1 mo
Cambridge Investment Research, INC.Broker
February 2021 - Present · 5 yrs
State Registrations6 states
AZIAIDNEUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Contact
Elizabeth Anne Cox