Sloane Fox
Sloane Fox is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 27 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
5331 Primrose Lake Circle, Suite 226, Tampa, FL, 33647
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sloane owns rental real estate property since 2021, dedicating minimal time to it. She is also an independent contractor and owner of Sloane Financial Planning, dedicating about half of her time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Cibc OppenheimerBroker
State Registrations24 states
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