Elizabeth Mckee Cox

Employer firm

Merit Financial Partners LLC CRD 141359

$308M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → Present
  Divorceu.COm
  Wilton, CT
• 10/2009 → Present
  Cox Financial Services, Llc
  Westport, CT
• 02/2010 → Present
  Mtp Advisors
  Westport, CT

Previous Registrations

• 2009-11-03 → 2016-12-31
  Cox Financial Services, Llc
  Redding, CT
  Westport, CT
• 2009-01-02 → 2009-10-02
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2006-07-13 → 2009-01-02
  Raymond James Financial Services, Inc.
  Wilton, CT

Exams

• S66 Uniform Combined State Law Examination
  2006-06-19
• S63 Uniform Securities Agent State Law Examination
  1992-05-19

Designations

• Certified Financial Planner

Other Names

• Elizabeth Mckee Mound
• Elizabeth Cox Mound