William
Fox

First Allied Advisory Services, Inc

CRD#1522234
Investment Advisor
in Austin, TX
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About this Advisor

William Fox is a chartered financial consultant who works out of Austin, Texas, with a total of 32 years of professional experience. Fox is on the advisory team at First Allied Advisory Services, Inc. Their career trajectory has included roles at First Allied Securities, Inc, New England Mutual Life, New England Securities and First Allied Advisory Services, Inc. Fox has a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Texas. First Allied Advisory Services, Inc is a registered investment firm that has its headquarters in Austin, Texas. The firm has offices in 549 locations and a total of 651 people on staff. It administers $6 billion in assets between its 27,866 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 27,866 client accounts, just 13% belong to high-net-worth investors who have greater than $1 million in assets. First Allied Advisory Services, Inc offers a diverse range of services, including 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by First Allied Advisory Services, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

32 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5920 West William Cannon Drive, Building 7 Suite 201
Austin, TX 78749

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First Allied Advisory Services, Inc Brokerage Details

Total Assets Under Management

$5,838,758,448

TX Average: $7,578,581,321
Total Number of Employees

651

TX Average: 43
Total Number of Accounts

27,866

TX Average: 3,727
Average Account Size

$209,530

TX Average: $2,033,427

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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

William Fox Work History

William has 32 years of experience.

2014 - Present (5 years)

First Allied Securities,Inc

2014 - Present (5 years)

First Allied Advisory Services, Inc

1997 - 2014 (17 years)

New England Securities

1986 - 2014 (28 years)

New England Mutual Life

Disclosures

William Fox has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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