First Allied Advisory Services, Inc
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About this Advisor
Kevin Fox is a financial advisor based in San Diego, California. Currently a registered financial advisor at First Allied Advisory Services, Inc, they have gathered 10 years of experience in the financial advisory industry. Fox maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Fox is registered to work with customers based out of California. The advisor has gained experience at First Allied Securities, Inc and Lpl Financial Corp. First Allied Advisory Services, Inc is headquartered in San Diego, California, and operates out of 549 brick-and-mortar locations throughout the nation. In total, First Allied Advisory Services, Inc oversees $6 billion in assets dispersed across 27,866 client accounts and retains more than 651 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the nation. The firm manages 27,402 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. First Allied Advisory Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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First Allied Advisory Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kevin Fox Work History
Kevin has 10 years of experience.
First Allied Securities,Inc
Lpl Financial Corp
Kevin Fox has no disclosures.
Please visit their SEC profile for more details.