William Fox, financial advisor Austin TX
89 score

William Fox

CRD Number: 5380708
Current Firm: First Allied Advisory Services, Inc.

William Fox (CRD# 5380708) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Austin, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Advisory Services San Diego, CA Oct 2014 - Current 2
First Allied Securiites, Inc. San Diego, CA Oct 2014 - Current 2
Bank Of America, N.a. Austin, TX Feb 2014 - Oct 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Sep 2013 - Oct 2014 1
Unemployed Austin, TX Jun 2013 - Sep 2013 < 1
Texas House Of Representatives Austin, TX Jan 2013 - May 2013 < 1
Unemployed Austin, TX Oct 2012 - Dec 2012 < 1
New England Financial Austin, TX May 2012 - Sep 2012 < 1
Thomas Edison State College Trenton, NJ Jan 2010 - May 2012 2
Vector Marketing Austin, TX May 2009 - Dec 2009 < 1
Home School Austin, TX Oct 2003 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for William H. Fox
Phone Number: 866-378-1376
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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