Joseph Bernard Fox
Investment adviser representative at Franklin Street Advisors Inc.
19 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$4.5BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Franklin Street Advisors, Inc.Jul 2007 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 3 states (LA, NC, TX).
Franklin Street Advisors Inc.
Legal name: Franklin Street Advisors, Inc.
$4.5BAssets managed
413Clients
15Advisers
35 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
- 4466171
- Firm CRD
- 106275