Thomas Fox, financial advisor Cedar Rapids IA
96 score

Thomas Fox

CRD 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 18 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.

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Professional Designations
Company Name Location Dates Years
Signator Investors, Inc. Cedar Rapids, IA May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Cedar Rapids, IA Dec 1999 - Current 17
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
Contact Info for Thomas T. Fox
Phone Number: 800-543-6611
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, 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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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