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Veronica Fox

Solidarity Wealth, LLC

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About Veronica Fox

Veronica Fox is an Investment Advisor Representative with Solidarity Wealth, LLC. Veronica has been in the industry for over seven years and has held previous roles at M.S. Howells & Co. and Wells Fargo Clearing Services, LLC. Veronica holds the Series 66, SIE and Series 7 licenses. Veronica provides financial planning and portfolio management for individuals and businesses.

Firm Information

Veronica Fox is currently registered with Solidarity Wealth, LLC. Solidarity Wealth, LLC is an investment advisor based in Lehi, UT. They have 9 investment advisor representatives and 4 licensed agents. The firm advises high-net-worth individuals and individuals other than high-net-worth, managing $627,846,624 in regulatory assets under management. Their services include financial planning and portfolio management for individuals.
Solidarity Wealth, LLC

3600 N OUTLET PARKWAY

LEHI, UT 84043

$627.85M

Assets Under Management

Not reported

Total Clients

8

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Veronica Fox’s Registration & Firm History

UT

01/27/2022 - Present

Solidarity Wealth, LLC (LEHI UT)

UT

01/03/2022 - 01/03/2023

M. S. HOWELLS & CO. (LEHI UT)

UT

04/03/2018 - 10/29/2021

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 06/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Veronica Fox.
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