LPL Financial
43yrs
David Gough
Financial advisor
3168 Braverton St, 4th Floor Compass Wealth Strategies LLC
Edgewater, MD 21037
Edgewater, MD 21037
Top advisor by experience in Edgewater
New
Lance Cox is a fiduciary financial advisor in Edgewater, Maryland, registered since Jan 2026. Lance joined Edward Jones in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 29 advisors with offices in Edgewater, and one of 27 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office138a Mayo Road, Edgewater, MD 21037
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowEdward JonesCurrent firm
Questions to ask Lance
Tailored to Lance’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lance
How do I contact Lance?
Call Edward Jones at (314) 515-2000 and ask for Lance Cox. Lance works from the Edgewater, MD office.
How long has Lance been a financial advisor?
Lance is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Lance hold?
Series 66. Tap any license on this page to see what it allows.
Is Lance a fiduciary?
Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lance paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Lance for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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