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Stephen Robert Fox

Lord Abbett Distributor LLC

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About Stephen Robert Fox

Stephen Robert Fox is a registered representative with Lord Abbett Distributor LLC. Stephen has been in the securities industry since 2014. He holds Series 6, 7, 63, and 65 licenses. Stephen has previously worked at Fidelity Distributors Company LLC and Putnam Retail Management Limited Partnership.

Firm Information

Stephen Fox is currently registered with Lord Abbett Distributor LLC. Lord Abbett Distributor LLC is a Limited Liability Company formed on June 6, 1996. The firm is registered with the SEC and is licensed in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

103

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.

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.

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Stephen Fox’s Registration & Firm History

NJ

06/06/2024 - Present

Lord Abbett Distributor LLC (JERSEY CITY NJ)

RI

11/03/2021 - 04/02/2024

FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)

MA

12/18/2013 - 09/22/2021

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 01/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/18/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Robert Fox.
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