Matthew
Fox
Avantax Advisory Services
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About this Advisor
Matthew Fox is a financial advisor who works in Johnstown, Pennsylvania with 1 year of relevant experience. Fox is an employee of Avantax Advisory Services. During their career, the advisor has held roles at Lpl Financial LLC, Ameriserv, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Lpl Financial, LLC, Gladstone Institutional Advisory, LLC (Gladstone Wealth Group), Avantax Investment Services, Inc, Avantax Advisory Services, Avantax Insruance Agency LLC, Perspective Wealth Planning LLC, Cetera Advisor Networks LLC and Perspective Wealth Planning. Fox has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Avantax Advisory Services is an advisory firm that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It administers $31 billion in assets under management among its 123,393 client accounts, placing it among the largest firms in the United States by assets under management. Of its 123,393 client accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which service is offered. Fee types charged by Avantax Advisory Services most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Matthew Fox Work History
Matthew has been registered as a financial advisor for 1 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Avantax Insruance Agency LLC
Perspective Wealth Planning LLC
Perspective Wealth Planning
Cetera Advisor Networks LLC
Lpl Financial, LLC
Gladstone Institutional Advisory, LLC (Gladstone Wealth Group)
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Lpl Financial LLC
Ameriserv
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew 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 Avantax Advisory Services
Wilmington, DE
Irving, TX
Fullerton, CA
Fort Worth, TX
Lansdale, PA
Irving, TX
Irving, TX
Mccordsville, IN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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