Linda Fox
Linda Fox is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Trinity, FL, with 26 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11161 Trinity Blvd, Trinity, FL, 34655
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Regulatory History (3)
Employment Separation After Allegations
December 2015Customer Dispute
July 2008Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Linda is a notary, firearms instructor, owner of Fox Wealth Management Group and Fox Firearm Training Academy, board member of Investigation Station, USCCA instructor, and acts as trustee/executor/POA for her parents. She also works as an insurance agent selling fixed insurance and long-term care products, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations11 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.
Exams
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