Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Fox is a financial advisor with over 18 years of experience in the industry. Brian is currently registered with Raymond James Financial Services Advisors, Inc., where he holds the Series 7 and Series 66 securities licenses. Brian's previous employment was with RAYMOND JAMES & ASSOCIATES, INC. and Brian Fox Financial Services, Inc.. Brian has been involved in the financial services industry since 2004. Brian is registered in 18 states, including Florida, Arkansas, California, Indiana, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Virginia, and West Virginia. Brian Fox is a strong advocate for his clients, offering them various investment strategies and financial advice. The firm Brian works with, Raymond James Financial Services Advisors, Inc., has a long history of providing exceptional service to its clients. The firm's focus is on building long-term relationships with clients and providing them with the best possible financial advice. Brian Fox offers a wide range of financial services to his clients, including financial planning, investment management, and retirement planning. Brian is committed to helping his clients achieve their financial goals and to building a strong and lasting relationship with them.
877 EXECUTIVE CENTER DRIVE WEST
ST. PETERSBURG, FL 33702
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
07/20/2009 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
12/01/2004 - 05/07/2009
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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