Kevin Michael Fox
Investment adviser representative at Alliance Financial
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$271.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Alliance FinancialMay 2022 to now
- LPL FinancialFeb 2018 to now
- Visions Federal Credit UnionApr 2019 to May 2022
- Invest Financial CorporationFeb 2011 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
Alliance Financial
Legal name: Fox Financial, Inc.
$271.8MAssets managed
656Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4196238
- Firm CRD
- 319679