Dee-ann R. Fox, Cfp

Dee-ann R. Fox, Cfp (CRD# 126184) is a financial advisory firm headquartered in , . They manage $30,371,439 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $799,248
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Dee-ann R. Fox, Cfp
Showing 1 - 1 of 1 top financial advisors.
1
Dee-ann Fox, financial advisor New York NY
Dee-ann R. Fox
CRD#: 2624243
New York, NY

Dee-ann Fox (CRD# 2624243) is an Investment Advisor Representative working at Dee-ann R. Fox, Cfp in New York, NY and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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