Veronica
Fox

Solidarity Wealth, LLC

CRD#6719966
Investment Advisor
in Lehi, UT

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About this Advisor

Veronica Fox is a financial advisor based in Lehi, Utah, working with Solidarity Wealth, LLC. Veronica has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Fantastic Sams, O'Currance, Solidarity Wealth, LLC, and M. S. Howells & Co. Veronica has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Veronica is part of Solidarity Wealth, LLC, which operates out of Lehi, Utah. The firm has 15 employees and manages assets totaling $522 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Solidarity Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

3600 N Outlet Parkway Suite 200
Lehi, UT 84043

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Solidarity Wealth, LLC Brokerage Details

Total Assets Under Management

$521,981,950

UT Average: $693,624,108
Total Number of Employees

15

UT Average: 12
Total Number of Accounts

556

UT Average: 1,115
Average Account Size

$938,816

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Veronica Fox Work History

2021 - Present (3 years)

Solidarity Wealth, LLC

2022 - 2022 (< 1 year)

M. S. Howells & Co

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2014 - 2015 (1 year)

Fantastic Sams

2014 - 2015 (1 year)

O'Currance

2013 - 2014 (1 year)

Fantastic Sams

Disclosures

Please visit the SEC profile of Veronica 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 Solidarity Wealth, LLC

Veronica Fox
Lehi, UT
William Mortimer
Lehi, UT
Jeffrey Mcclean
Lehi, UT
Daniel Clark
Lehi, UT
Jamie Tarrant
Lehi, UT

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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