T. A. Cox
LPL Financial Consultant.

Xceed Financial Credit Union
10605 Concord Street, Suite 440
Kensington, MD 20895
Phone: 800.590.7617
Fax: 240.514.0277
ta.cox@lpl.com

TA Cox is registered in the following states: AL, CA, CT, DC, DE, FL, GA, KY, MA, MD, ME, NC, NH, NJ, NV, NY, OK, PA, RI, SC, TN, TX, VA, VT, WV.

Licenses and Education
After receiving an Engineering degree from Texas Tech University, T. A. earned an MBA in International Finance from the University of Texas and a CPA certification. After college, T. A. served in Germany and Vietnam as a captain in the U.S. Army. Currently, he holds Series 7 and 66 NASD Securities licenses with Linsco/Private Ledger and is licensed for insurance in 14 states since 1986.

T. A. Cox is available to assist you with a wide array of investment and insurance products and services. He can help assess your current situation and design an investment strategy based on your individual financial needs.

Whether it's retirement, investing, lump-sum pension distribution, risk management, college savings, or countless other financial options, T. A. can provide you with the tools you need to manage your financial future.

It is always a good time to evaluate your future financial needs, and to re-evaluate your current investment portfolio. Contact T. A. today to schedule your complimentary consultation!

LPL Financial
The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with residents of the following states:

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

The Xceed Financial Credit Union (XFCU) Web Branch contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.

Securities & Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Investment and Insurance products are not credit union deposits, are not insured by the NCUA or any federal government agency, are not obligations of or guaranteed by a bank, credit union or LPL Financial, and are subject to investment risks, including possible loss of principal amount invested.

LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.

Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox