Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Joyce Fox is a financial advisor with over 20 years of experience in the industry. Linda is currently registered with Cetera Investment Advisers LLC and has previously held positions with Summit Brokerage Services, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Linda is a Certified Financial Planner and has a strong track record of providing personalized financial advice to her clients. Linda specializes in working with high-net-worth individuals, corporations, and charitable organizations. She offers a variety of financial planning services, including retirement planning, investment management, and estate planning. Linda is committed to providing her clients with the highest level of service and expertise. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
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.
A percentage of the total value of assets under management is charged.
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2
FL
05/02/2024 - Present
Cetera Investment Advisers LLC (TRINITY FL)
FL
02/16/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (TRINITY FL)
FL
01/01/2008 - 12/23/2015
WELLS FARGO ADVISORS, LLC (TRINITY FL)
FL
01/02/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT RICHEY FL)
MI
05/15/2000 - 01/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 06/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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