Henry FoxCRD 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 9 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Blue Bell Private Wealth Management, LLC||Blue Bell, PA||Mar 2012 - Current||6|
|Fox Consulting||Blue Bell, PA||Jan 1995 - Current||23|
|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|
Total Assets Under Management336MILLIONS
Total Number of Accounts1,091ACCOUNTS
Average Account Value$308,020
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MD, NJ, NY, PA, TX, VA
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