Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lester Fox is a financial advisor with over 40 years of experience in the financial services industry. Robert currently works with Thurston Springer Advisors, based in Bexley, OH. Previously, Robert worked with Boenning & Scattergood, Inc. in Columbus, OH, and Wells Fargo Advisors, LLC. in Columbus, OH. Robert is registered as a securities representative in eight states. Robert holds Series 3, 7, 8, 63 and 65 licenses. Robert is an experienced advisor who focuses on serving the needs of high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/20/2023 - Present
Thurston Springer Advisors (Bexley OH)
OH
08/15/2019 - 01/17/2023
BOENNING & SCATTERGOOD, INC. (Columbus OH)
OH
11/24/2014 - 08/16/2019
SWENEY CARTWRIGHT & COMPANY (COLUMBUS OH)
OH
01/01/2008 - 11/14/2014
WELLS FARGO ADVISORS, LLC (COLUMBUS OH)
OH
11/30/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
CT
06/18/1984 - 12/20/2005
ADVEST, INC. (HARTFORD CT)
NA
11/23/1979 - 06/18/1984
VERCOE & COMPANY, INC.
IA
Issued 07/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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