CC
Christine A. Cox
FORTIS GROUP ADVISORS LLC
HOLMDEL, NJ 07733
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CRD#: 5993059
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Professional summary
Christine Ann Cox, who also goes by Christine Ann Cox-west, is a registered financial advisor currently at FORTIS GROUP ADVISORS LLC located in Holmdel, New Jersey and LPL FINANCIAL LLC located in Holmdel, New Jersey.
Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Christine has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christine Ann Cox-West
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1-10/2022 / Christopher Edwards Financial Associates / DBA for LPL Business (entity for LPL business) / Investment Related / 160 HRS PER MNTH & 8 HRS During Trading-100 Time Spnt Prcnt / Holmdel, NJ 2-07/2019 / THE FORTIS AGENCY, LLC / INSURANCE / INVESTMENT RELATED / 200 HOURS PER MONTH & 825 HOURS PER WEEK DURING SECURITIES TRADING HOURS / HOLMDEL, NJ 3- 06/2018 / WEST CAPITAL STRATEGIES, LLC / INSURANCE-PARTNER / NON-INVESTMENT RELATED / TOMS RIVER , NJ / 200 HOURS ER MONTH & 25 HOURS DURING SECURITIES TRADING HOURS PER WEEK 4- 09/2022 / BCD HOLDING, LLC / NON-INVESTMENT RELATED / HOLDING COMPANY FOR INVESTMENT IN RESTAURANT / PARTNER <5 HOURS PER MONTH AND 0 HOURS DURING SECURITIES TRADING. 5- 12/12/2023 - Real Estate Rental - Co-Owner - Investment Related - Tannersville, NY - Start Date 12/27/2023 - 2 Hours Per Month/ 0 Hours During Trading 6- RWJ COMMUNITY MEDICAL CENTER FOUNDATION. NOT INVESTMENT RELATED. TOMS RIVER, NJ. BOARD MEMBER. START DATE: 07/2024. 0 HRS/MNTH DURING SECURITIES TRADING HOURS. 4 HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Christine Ann Cox's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 5, 2022 - Present
FORTIS GROUP ADVISORS LLC
Office #1: 101 Crawfords Corner Road Suite 2316, Holmdel, NJ 07733RIA
CRD#: 290427
HOLMDEL, NJ
Current
October 31, 2022 - Present
LPL FINANCIAL LLC
Office #1: 101 Crawfords Corner Road Suite 4125, Holmdel, NJ 07733RIA
BD
CRD#: 6413
Holmdel, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
Registered Investment Advisory firm - (1/2/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/2/2024)
RR
Arizona(9/20/2024)
RR
Arkansas(9/20/2024)
RR
California(9/20/2024)
RR
Colorado(9/20/2024)
RR
Connecticut(9/20/2024)
RR
Delaware(9/20/2024)
RR
Florida(9/20/2024)
RR
Georgia(9/20/2024)
RR
Illinois(9/20/2024)
RR
Indiana(9/20/2024)
RR
Iowa(9/20/2024)
RR
Louisiana(9/20/2024)
RR
Maine(9/20/2024)
RR
Maryland(9/20/2024)
RR
Massachusetts(9/20/2024)
RR
Nebraska(10/2/2024)
RR
Nevada(9/20/2024)
RR
New Hampshire(9/20/2024)
RR
New Jersey(11/10/2022)
IAR
New Jersey(12/5/2022)
RR
New Mexico(9/20/2024)
RR
New York(9/20/2024)
RR
North Carolina(10/7/2024)
RR
North Dakota(10/2/2024)
RR
Ohio(9/23/2024)
RR
Oklahoma(9/20/2024)
RR
Pennsylvania(9/20/2024)
RR
South Carolina(9/20/2024)
RR
South Dakota(9/20/2024)
RR
Texas(9/20/2024)
RR
Utah(9/20/2024)
RR
Virginia(9/20/2024)
RR
Washington(9/20/2024)
RR
Wisconsin(9/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/31/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FG
FORTIS GROUP ADVISORS LLC
BLAKE HAHN FINANCIAL GROUP | VISION WEALTH ADVISORY | THE PRIVATE CLIENT ADVISORY GROUP | SOUTHERN OAKS FINANCIAL | SILVER BAY FINANCIAL LLC | RAMPINO WEALTH MANAGEMENT | MGK WEALTH MANAGEMENT LLC | KALINA FINANCIAL SERVICES | INVEST FOR A LIFETIME, LLC | FORTIS WEALTH GROUP, LLC | FORTIS GROUP LLC | FORTIS GROUP ADVISORS LLC | EDWARD A. NAPHOR WEALTH SERVICES, LLC | DYNAMIC WEALTH CONSULTING, LLC | DENALI WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT | CHRISTOPHER EDWARDS FINANCIAL ASSOCIATES, LLP
CRD#: 290427 / SEC#: 801-112236
RIA
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Contact information
Main Address
345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Mailing Address
Phone number
(201) 383-0630
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,733 |
| AUM (Assets Under Management) | $ 799,559,515 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
