Eric Fox, financial advisor Norfolk VA

Eric Fox

CRD Number: 600651
Current Firm: Ubs Financial Services Inc.

Eric Fox (CRD# 600651) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Norfolk, VA and has over 42 years of experience in the finance industry.

Similar Advisors
David Abbott, financial advisor Norfolk VA
David W. Abbott
CRD# 6445258
Fidelity Personal And Workplace Advisors
Similar Advisors
Stephen Acker, financial advisor Norfolk VA
Stephen J. Acker
CRD# 2242181
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Lisa Adamonis Pile, financial advisor Norfolk VA
Lisa Adamonis Pile
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
#ia Painewebber Incorporated Norfolk, VA Mar 1995 - Current 27
Ubs Financial Services Inc. Norfolk, VA Jan 1995 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1979
S65 NASAA Investment Advisors Law Examination Aug 1991
Contact Info for Eric L. Fox
Phone Number: 201-352-3000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Eric Fox and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.