Ira Fox
Ira Fox is a registered investment advisor at Cetera Investment Advisers LLC, based in Trevose, PA, with 26 years of industry experience. Ira 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
5 Neshaminy Interplex, Ste 205, Trevose, PA, 19053
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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
Ira operates his investment practice through Creative Financial Services, Inc. He also handles long-term care insurance renewals and works as a CPA/owner at Fox & Company PC, dedicating about 10-20% of his time to accounting and tax services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations3 states
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