Elizabeth Mckee Cox
Investment adviser representative at Merit Financial Partners LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$308.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Merit Financial Partners LLCMar 2010 to now
- Mtp AdvisorsFeb 2010 to now
- Cox Financial Services, LLCOct 2009 to now
- Divorceu.comJun 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CT).
Merit Financial Partners LLC
$308.2MAssets managed
197Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2235759
- Firm CRD
- 141359