Joseph Fox, financial advisor Chapel Hill NC
96 score

Joseph Fox

CRD Number: 4466171
Current Firm: Franklin Street Advisors Inc.

Joseph Fox (CRD# 4466171) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Franklin Street Securities, Inc. Chapel Hill, NC Jul 2007 - Current 9
Hibernia National Bank New Orleans, LA Nov 2003 - May 2007 3
Hibernia Investments, LLC New Orleans, LA Nov 2003 - Mar 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
Contact Info for Joseph B. Fox
Phone Number: 919-489-2600
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,032
    MILLIONS
  • Total Number of Accounts
    1,219
    ACCOUNTS
  • Average Account Value
    $1,667,326
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, NC, SC, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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