Bartholomew Fox (CRD# 2892852) is an Investment Advisor Representative working at Fox Custom Financial Planning LLC in Greenwood, IN and has over 26 years of experience in the finance industry. Bartholomew 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.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Indianapolis, IN | Feb 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
| S63 | Uniform Securities State Law Examination | Feb 2014 |
- IN
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$298,060
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
IN
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