Kevin Fox is a CFP, ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Santee, CA, with 36 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
9600 Cuyamaca St , Ste 204, Santee, CA, 92071-2692
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Cetera Financial Specialists LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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