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Fred Fox

9 Years of Experience
Lawton, OK
BrokerSells Insurance

Fred Fox is a registered investment advisor, based in Lawton, OK, with 9 years of industry experience.

Location

Lawton, OK

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Fred is an insurance agent with Avantax Insurance Agency since 2017, dedicating about 10-20% of his time to insurance sales. He also provides tax preparation and accounting services through T & J Tax LLC and manages an H&R Block franchise, spending a significant amount of time on these tax-related activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2017 - September 2025 · 7 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2017 - September 2025 · 7 yrs 11 mos
Park Avenue Securities LLC
June 2017 - October 2017 · 4 mos
Park Avenue Securities LLCBroker
November 2016 - October 2017 · 11 mos
State Registrations1 state
OK
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.