Richard
Fox

Alexander Investment Services Co

CRD#1238021
Investment Advisor
in Harlan, KY

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About this Advisor

Richard Fox is a financial advisor based in Harlan, Kentucky, working with Alexander Investment Services Co. Richard has previously held positions at Alexander Investment Services Co and Southern Wholesale Supply. Richard has passed the Series 63 regulatory exam and is registered to provide services in Kentucky. Currently, Richard is part of Alexander Investment Services Co, which operates out of Harlan, Kentucky. The firm has 1 office and 13 employees. The firm manages assets totaling $488.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Alexander Investment Services Co includes asset-based and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Hendrickson Building - Suite 207 P.O. Box 1728
Harlan, KY 40831

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Alexander Investment Services Co Brokerage Details

Total Assets Under Management

$488,668,503

KY Average: $949,722,027
Total Number of Employees

13

KY Average: 35
Total Number of Accounts

1,165

KY Average: 1,296
Average Account Size

$419,458

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Richard Fox Work History

1984 - Present (40 years)

Alexander Investment Services Co

1975 - Present (49 years)

Southern Wholesale Supply

Disclosures

Please visit the SEC profile of Richard Fox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alexander Investment Services Co

John Stillwagon
Louisville, KY
Michael Hanlein
Louisville, KY
Drew Adams
Harlan, KY
John Frymire
Louisville, KY
Robert Meek
Louisville, KY
Thomas Clark
Louisville, KY
Leo Hanlein
Louisville, KY
Thomas Wilson
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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