Advisor at Fortis Group Advisors LLC
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Firm
Fortis Group Advisors LLC
Location
Westwood, NJ 07675
Credentials
Series 66
Industry experience
3 years
Christine Cox is a financial advisor with Fortis Group Advisors LLC, holding a Series 66 designation and three years of industry experience. She has worked at Fortis Group Advisors and LPL Financial since 2022 and previously held roles at The Fortis Agency, West Capital Strategies, and Guardian Life Insurance Company. Cox serves as a board member of the RWJ Community Medical Center Foundation. Fortis Group Advisors LLC offers investment advisory and wealth-planning services to individuals, retirement plans, institutions, trusts, and estates. The firm constructs diversified portfolios using institutional share classes and third-party managers, employing risk-profiling technology and tax-aware strategies.
Based on Fortis Group Advisors LLC
Based on Fortis Group Advisors LLC
Fixed fees for financial plans range from $500 to $25,000, specific fee set in planning agreement
Up to $400.00 per hour depending on complexity
Account minimum: $50,000
345 Kinderkamack Road, Suite B
Westwood, NJ 07675
New Jersey · Texas
Fortis Group Advisors, LLC
2022 - Present (4 years)
LPL Financial
2022 - Present (4 years)
The Fortis Agency, LLC
2019 - 2022 (3 years)
Self Employed
2018 - 2022 (4 years)
West Capital Strategies, LLC
2018 - 2022 (4 years)
Guardian life Insurance Company
2011 - 2018 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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