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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Fox is an investment advisor representative associated with Cetera Investment Advisers LLC. Richard has over 28 years of experience in the financial industry, specializing in providing financial advice to individuals, corporations, and charitable organizations. Richard's career spans roles with multiple firms, including LPL Financial LLC, FirstMerit Financial Services, Inc., and AAG Securities, Inc. Richard holds Series 7, Series 63, and Series 65 licenses. Richard's current role is based out of Cetera Investment Advisers LLC's Wooster, Ohio office.
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.
1
2
OH
09/02/2015 - Present
Cetera Investment Advisers LLC (WOOSTER OH)
OH
09/18/2013 - 08/25/2015
LPL FINANCIAL LLC (ASHLAND OH)
OH
01/14/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (WOOSTER OH)
OH
07/01/2005 - 01/14/2010
INVEST FINANCIAL CORPORATION (LOUISVILLE OH)
OH
03/16/1999 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
07/01/1997 - 03/17/1999
AAG SECURITIES, INC. (CINCINNATI OH)
OH
09/05/1996 - 07/11/1997
MIDWESTERN INVESTMENT CORPORATION (BEACHWOOD OH)
NE
04/22/1996 - 09/13/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NY
02/08/1995 - 02/05/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 3/9/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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