Dean Fox, financial advisor Pottstown PA
73 score

Dean Fox

CRD Number: 5437143
Current Firm: Park Avenue Securities LLC

Dean Fox (CRD# 5437143) is an Investment Advisor Representative working at Park Avenue Securities LLC in Pottstown, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Pottstown, PA Jan 2014 - Current 2
Park Ave Secrurities Pottstown, PA Jan 2014 - Current 2
Crump Life Insruance Inc. Exton, PA Jan 2010 - Dec 2013 3
Ing Financial Partners, Inc. Trappe, PA Aug 2009 - Dec 2013 4
Kalejta Financial Management Trappe, PA Aug 2009 - Dec 2013 4
Unemployed Birdsboro, PA Feb 2009 - Aug 2009 < 1
Larsonallen Financial Blue Bell, PA Sep 2007 - Feb 2009 1
Larsonallen LLP Blue Bell, PA May 2006 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Dean E. Fox
Phone Number: 1-888-600-4667
Registered State(s):
  • CO
  • DE
  • NJ
  • TX
  • VA
  • PA
  • DC
  • FL
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
73

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