Michael Fox
Michael Fox is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cinnaminson, NJ, with 55 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Cinnaminson, NJ
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael operates Financial Planning Works, Inc. as a financial professional, dedicating about a quarter of his time, including time during trading hours. He also sells fixed insurance products, life insurance, and long-term care, and spends minimal time on tax preparation and bookkeeping through Financial Planning Works Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Financial Planning Work$, INC.
Financial Planning Work$, INC.
Cetera Advisors LLC
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Pebsco Securities CORP.Broker
Balanced Security Programs, INC.Broker
Zenith American Securities CorporationBroker
State Registrations5 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.