Gregory David Fox
Investment adviser representative at Commonwealth Financial Network
14 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Commonwealth Financial NetworkMay 2024 to now
- Terramar WealthMay 2024 to now
- Osaic Wealth, Inc.Sep 2023 to May 2024
- Sagepoint Financial, Inc.Aug 2021 to May 2024
- Hughes Szuberla CpasJan 2021 to Jul 2021
- Equitable Advisors, LLCNov 2018 to Jan 2021
- AXA Advisors, LLCNov 2018 to Jun 2020
- UnemployedJul 2018 to Nov 2018
- Trinity Group of CompaniesOct 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 5977691
- Firm CRD
- 8032