Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Thomas Fox

Founders Financial Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Thomas Fox

Joshua Fox is a financial advisor with Founders Financial Securities LLC in Caledonia, MI. Joshua has been in the financial services industry since November 19, 2002. Joshua is registered with the state of Michigan to provide securities and investment advisory services. Joshua is also registered with the states of Virginia and Arizona to provide securities services.

Firm Information

Joshua Fox is currently registered with Founders Financial Securities LLC. Founders Financial Securities LLC is an independent financial services firm with over 90 financial advisors serving clients in all 50 states. They offer a range of financial services, including financial planning, portfolio management, and pension consulting. They serve a variety of clients including high-net-worth individuals, corporations, and pension plans. The firm has approximately $3 billion in assets under management.
Founders Financial Securities LLC

1026 CROMWELL BRIDGE ROAD

TOWSON, MD 21286

$2.91B

Assets Under Management

93

Total Clients

109

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Fox’s Registration & Firm History

MI

02/04/2019 - Present

Founders Financial Securities LLC (Caledonia MI)

MI

09/15/2017 - 02/05/2019

SECURITIES AMERICA, INC. (Grand Rapids MI)

MI

01/03/2012 - 09/18/2017

SIGMA FINANCIAL CORPORATION (GRAND RAPIDS MI)

MI

11/10/2005 - 12/31/2011

NEXT FINANCIAL GROUP, INC. (WYOMING MI)

MO

11/18/2004 - 07/14/2005

EDWARD JONES (ST. LOUIS MO)

CA

10/06/2003 - 09/29/2004

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

GA

07/08/2002 - 10/20/2003

PFS INVESTMENTS INC. (DULUTH GA)

GA

11/14/2001 - 12/17/2001

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Joshua Thomas Fox is right for you?

Licenses & Designations

IA

Issued 08/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Thomas Fox.
Not sure if Joshua Thomas Fox is right for you?