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Brian Fox

21 Years of Experience
St. Petersburg, FL
Broker

Brian Fox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

877 Executive Center Drive West, Suite 303, St. Petersburg, FL, 33702

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian is the owner and president of Brian Fox Financial Services, Inc., a support company for his Raymond James business, since 2011. He dedicates about half of his time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2009 - Present · 17 yrs 4 mos
Previous Registrations
Raymond James Financial Services
June 2009 - July 2009 · 1 mo
Raymond James & Associates, INC.
March 2005 - May 2009 · 4 yrs 2 mos
Raymond James & Associates, INC.Broker
December 2004 - May 2009 · 4 yrs 5 mos
State Registrations21 states
ARAZCACOFLGAINKYMAMDMINCNJNYOHOKSCTNTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Brian Fox - Financial Advisor | TrueAdvisor