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Joseph Bernard Fox

Franklin Street Advisors Inc.

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About Joseph Bernard Fox

Joseph Bernard Fox is an investment advisor representative at Franklin Street Advisors Inc., a firm that provides investment advice to individuals, businesses, and pooled investment vehicles. Joseph has been with Franklin Street Advisors Inc. since July 2007, and previously worked at Franklin Street Securities, Inc., Capital One Investments, LLC, and J.P. Morgan Securities Inc. Joseph is a Certified Financial Planner and a Chartered Financial Analyst, and holds Series 7 and Series 63 licenses.

Firm Information

Joseph Fox is currently registered with Franklin Street Advisors Inc.. Franklin Street Advisors Inc. is an investment advisor registered with the SEC. They manage approximately $3.5 billion in assets for clients, including individuals, corporations, charitable organizations, and pooled investment vehicles. The firm is headquartered in Chapel Hill, North Carolina, and offers a variety of investment advisory services, including portfolio management and selection of other advisors.
Franklin Street Advisors Inc.

1450 RALEIGH ROAD

CHAPEL HILL, NC 27517-8833

$3.47B

Assets Under Management

7

Total Clients

15

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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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.

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investment advice

Investment advice

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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percentage of assets

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

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other

Security recommendations

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Joseph Fox’s Registration & Firm History

NC

02/14/2019 - Present

Franklin Street Advisors Inc. (CHAPEL HILL NC)

NC

07/10/2007 - 04/30/2008

FRANKLIN STREET SECURITIES, INC. (CHAPEL HILL NC)

LA

01/18/2005 - 04/02/2007

CAPITAL ONE INVESTMENTS, LLC (NEW ORLEANS LA)

NY

12/11/2001 - 09/24/2003

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Bernard Fox.
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