Fred T Fox
Advisor at Cetera — Lawton, OK
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Lawton, OK
Cetera
Institution
Fred Fox is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related entities for eight years, and has also been a managing member and franchisee of a tax preparation business operating multiple retail offices since 2010. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management through a multi-manager platform with access to third-party managers, model portfolios, and various program structures.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Lawton, OK
Lawton OK
Advisors at this office
2
Oklahoma
9 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
Lawton, OK
Avantax Advisory services
2017 - 2025 • 8 years
Lawton, OK
Avantax Insurance Agency, LLC
2017 - 2025 • 8 years
Lawton, OK
Avantax Investment Services, INC.
2017 - 2025 • 8 years
Lawton, OK
ARES STATE ARMORY, LLC
2016 - 2024 • 8 years
Lawton, OK
Park Avenue securities
2015 - 2017 • 2 years
Lawton, OK
Guardian Life Ins
2015 - 2017 • 2 years
Lawton, OK
T&J Tax, LLC dba H&R Block
2010 - Present • 16 years
Lawton, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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