Forest Fox
CRD Number: 2835806Current Firm: Fox & Holland Investing LLC
Compensation Model: Fee Only
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fox & Holland Investing LLC | Rancho Cucamonga, CA | Nov 2022 - Current | 1 |
| Fox & Stephen Cpa`s Inc. | Rancho Cucamonga, CA | Nov 1987 - Current | 36 |
| Fox Investing | Rancho Cucamonga, CA | Feb 2012 - Nov 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- CA
- TX
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts318ACCOUNTS
-
Average Account Value$134,152
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, NV, TX
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