Ira Mark Fox

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/1983 → Present
  Fox & Company Pc Cpa'S
  Feasterville, PA

Previous Registrations

• 2003-02-11 → 2004-09-30
  Genworth Financial Planning Corporation
  Featerville, PA

Other Businesses

1) CREATIVE FINANCIAL SERVICES, INC; INV REL; FEASTERVILLE, PA; DBA FOR INVESTMENT PRACTICE; START DATE 1/2000; 2) LONG-TERM CARE INSURANCE RENEWALS SOLD THROUGH GENWORTH AND JOHN HANCOCK; RENEWALS FROM DELTA DENTAL: 3) FNAME OF OTHER BUSINESS: FOX & COMPANY PC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CPA FIRM ; START DATE: 10/1983 POSITION/TITLE/RELATIONSHIP: CPA / OWNER APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX SERVICES. POA FOR IRS AND OTHER TAX MATTERS ;

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-03-06