RF
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Richard Lynn Fox

41 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,242 clients
Average Client Portfolio
$516K average
Assets Under Management
$641.4M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard is a community advisor for Monticello Banking Company, dedicating minimal time. He is also a minority shareholder in Roy's Boys, LLC, a real estate investment company, requiring no significant time commitment.

Employment History
Current Registrations
Alexander Investment Services CO.
April 2022 - Present · 3 yrs 10 mos
Alexander Investment Services CO.Broker
February 1984 - Present · 42 yrs
State Registrations10 states
CAFLGAKYMIOHSCTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Richard Lynn Fox - Financial Advisor | TrueAdvisor