Thomas FoxCRD Number: 3100007
Current Firm: Signator Investors, Inc.
Thomas Fox (CRD# 3100007) is an Investment Advisor Representative working at Signator Investors, Inc. in Cedar Rapids, IA and has over 19 years of experience in the finance industry. Thomas Fox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James Financial Services Advisors, Inc.
Nations Financial Group, Inc.
|Signator Investors, Inc.||Cedar Rapids, IA||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Cedar Rapids, IA||Dec 1999 - Current||18|
|Anderson Financial Services||Cedar Rapids, IA||Jan 2001 - Sep 2015||14|
|Life Investors||Cedar Rapids, IA||Dec 1999 - May 2012||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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