Unclaimed
Russell Fox is a financial advisor with Commonwealth Financial Network in Oxnard, CA. Russell has been in the financial industry since 1992 and has a strong track record of providing financial advice to individuals and families. Russell holds the Series 7, Series 63, and Series 65 licenses. He is also a Certified Financial Planner and a Chartered Financial Consultant. Russell specializes in working with high-net-worth individuals and families, providing a wide range of financial services including investment planning, retirement planning, and estate planning. Russell is committed to providing his clients with personalized financial advice that meets their unique needs and goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/29/2017 - Present
Commonwealth Financial Network (Oxnard CA)
CA
05/31/2005 - 09/29/2017
GIRARD SECURITIES, INC. (OXNARD CA)
MN
09/24/1992 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/24/1992 - 06/03/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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