Henry Fox, financial advisor Blue Bell PA
93 score

Henry Fox

CRD Number: 5577883
Current Firm: Blue Bell Private Wealth Management, LLC

Henry Fox (CRD# 5577883) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 8 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Blue Bell PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Blue Bell PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Blue Bell PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Blue Bell Private Wealth Management, LLC Blue Bell, PA Mar 2012 - Current 4
Fox Consulting Blue Bell, PA Jan 1995 - Current 21
Securian Financial Services Inc. St Paul, MN Nov 2011 - Feb 2012 < 1
Minnestoa Life Insurance Co St Paul, MN Nov 2011 - Feb 2012 < 1
Mid Atlantic Resource Group Plymouth Meeting, PA Nov 2011 - Feb 2012 < 1
Securian Financial Services, Inc. St. Paul, MN Oct 2011 - Oct 2011 < 1
Questar Capital Corporation Minneapolis, MN Jul 2011 - Aug 2011 < 1
Questar Asset Management Minneapolis, MN Jul 2011 - Aug 2011 < 1
Commonwealth Financial Network Waltham, MA Jul 2010 - Jul 2011 1
Affinity Wealth Management Group Newtown, PA Jul 2010 - Jul 2011 1
Unemployed Blue Bell, PA Dec 2009 - Jun 2010 < 1
Morgan Stanley Smith Barney Jenkintown, PA Jun 2009 - Nov 2009 < 1
Morgan Stanley & Company Incorporated Jenkintown, PA Jul 2008 - Nov 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Henry W. Fox
Phone Number: 610-825-3540
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    1,016
    ACCOUNTS
  • Average Account Value
    $297,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, MA, MD, NJ, NY, PA, VA

Ready to hire a financial advisor? Get competitive proposals from Henry Fox and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.