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Credentials
Series 63
Experience Industry experience
42 years
Location
Harlan, KY 40831
Alexander Investment Services Co.
Team
Richard Fox is a Series 63 licensed financial advisor with Alexander Investment Services Co., where he has worked for 42 years. He is based in Harlan, KY, and holds a long tenure with the firm. Outside of his advisory role, he is a minority shareholder in a small real estate investment company. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs various investment analysis techniques and primarily manages client assets on a non-discretionary basis.
Based on Alexander Investment Services Co.
Based on Alexander Investment Services Co.
Based on Alexander Investment Services Co.
Up to $1,000 for financial planning services, negotiable depending on complexity and scope.
Less than $1,000,000 - $999,999: 0.80% $1,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Investment adviser representatives receive additional commission-based compensation from brokerage and insurance products; commissions from sales of securities and insurance products are separate and in addition to advisory fees.
Harlan, KY
Hendrickson Building Suite 207, P.O. Box 1728
Harlan KY 40831
Advisors at this office
2
Kentucky
42 years of industry experience
Alexander Investment Services Co.
1984 - Present • 42 years
Louisville, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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