Unclaimed
Gary Evan Fox is a financial advisor with over 35 years of experience in the industry. Gary is currently registered with Cambridge Investment Research Advisors, Inc. in Florida and New Jersey. Gary also has experience with FCG ADVISORS, LLC, FINANCIAL CONSULTANT GROUP INCORPORATED, and PAINEWEBBER INCORPORATED. Gary is registered to offer securities in 12 states. Gary has earned the Series 63, Series 65, Series 7, and Series 8 licenses and holds the SIE designation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NJ
08/24/2020 - Present
Cambridge Investment Research Advisors, Inc. (Westfield NJ)
NJ
08/30/1996 - 09/18/2020
FCG ADVISORS, LLC (WESTFIELD NJ)
NJ
07/17/1995 - 10/10/1996
FINANCIAL CONSULTANT GROUP INCORPORATED (CHATHAM NJ)
NJ
10/23/1993 - 06/26/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/19/1986 - 10/14/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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