David Fox
David Fox is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carthage, IL, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
410 Buchanan, Carthage, IL, 62321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a member of the Finance Committee for My Community Foundation, dedicating minimal time. He is also a Senior Vice President at Marine Bank & Trust Company, dedicating about half his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Essex National Securities, INC.Broker
State Registrations8 states
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