Janet Fox is a registered investment advisor at LPL Financial LLC, based in Raleigh, NC, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2840 Plaza Place, Ste 150, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Janet teaches a business class at Wake Tech Community College, dedicating minimal time. She also teaches a class on issues facing retirees at NC State University Encore Center. Janet spends about 10-20% of her time at ACH Investment Group, Inc. selling health, life, disability, LTC, and fixed annuities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital Investment Group, INC.Broker
Marion Bass Securities CorporationBroker
Premier Capital, INC.Broker
Pw Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.