Jose
Palafox
Starfox Financial Services, LLC
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About this Advisor
Jose Palafox is a financial advisor who works in Spring, Texas with 16 years of relevant experience. Palafox currently works for Starfox Financial Services, LLC. They have been with Starfox Financial Services, Llc for the entirety of their career. Palafox has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Starfox Financial Services, LLC is an advisory company headquartered in Spring, TX. It handles $195 million in total assets between its 692 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 692 client accounts, 19% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Starfox Financial Services, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Starfox Financial Services, LLC Brokerage Details
$195,253,867
4
692
$282,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jose Palafox Work History
Jose has been registered as a financial advisor for 16 years.*
Starfox Financial Services, LLC
*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 Jose Palafox 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 Starfox Financial Services, LLC
Spring, TX
Spring, TX
Spring, TX
Spring, TX
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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