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Gary Evan Fox

Cambridge Investment Research Advisors, Inc.

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About Gary Evan Fox

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.

Firm Information

Gary Fox is currently registered with Cambridge Investment Research Advisors, Inc.. Cambridge Investment Research Advisors, Inc. is an investment advisor with over 3,000 licensed agents and registered representatives. Based in Fairfield, Iowa, the firm provides a range of advisory services including financial planning, pension consulting, educational seminars, and market timing services. Their client base encompasses high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities. The firm manages approximately $87.37 billion in assets under management.
Cambridge Investment Research Advisors, Inc.

1776 PLEASANT PLAIN RD.

FAIRFIELD, IA 52556-8757

$87.37B

Assets Under Management

71,763

Total Clients

3,513

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees from 3rd party money managers

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Gary Fox’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Gary Evan Fox. Review regulatory record here.
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