Elizabeth FoxCRD Number: 6115509
Current Firm: Independent Advisor Alliance, LLC
Elizabeth Fox (CRD# 6115509) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Richfield, WI and has over 4 years of experience in the finance industry.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Independent Advisor Alliance||Richfield, WI||Sep 2017 - Current||< 1|
|Lpl Financial, LLC||Richfield, WI||Sep 2017 - Current||< 1|
|Straight Arrow Financial Group (dba)||Richfield, WI||Apr 2017 - Current||< 1|
|Peter Heimerman||Richfield, WI||Jun 2013 - Current||4|
|Various Insurance Carriers For W&r Insurance Agencies||Brookfield, WI||Oct 2013 - Sep 2017||3|
|Waddell & Reed, Inc.||Richfield, WI||Jun 2013 - Sep 2017||4|
|Daniel Smith||Germantown, WI||Apr 2015 - Jan 2017||1|
|Peter Heimerman||Germantown, WI||Sep 2012 - Jun 2013||< 1|
|School District Of Waukesha||Waukesha, WI||Sep 2009 - Sep 2012||3|
|Unemployed||Brookfield, WI||Apr 1996 - Sep 2009||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management2,743MILLIONS
Total Number of Accounts13,070ACCOUNTS
Average Account Value$209,861
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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