Fox Purlee
Fox Purlee is a registered investment advisor at Cetera Investment Advisers LLC, based in Salem, IN, with 25 years of industry experience. Fox 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
107 N Main St, Salem, IN, 47167
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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
Fox sells life insurance, annuities, and long-term care as an insurance agent, dedicating a few hours per week. Fox also owns Fox Purlee Wealth Management and Fox Rental Properties LLC, and is a representative for College Choice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pension Planners Securities, INC.Broker
Oneamerica Securities, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations12 states
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