Robert Lester Fox

Employer firm

Thurston Springer Advisors CRD 299201

$3.68B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2009 → 06/2017
  Wells Fargo Advisors Llc
  Columbus, OH
• 06/2017 → 08/2019
  Cartwright Advisors Llc
  Columbus, OH
• 08/2019 → Present
  Boenning & Scattergood
  West Conshohocken, PA

Previous Registrations

• 2019-08-21 → 2023-01-17
  Boenning & Scattergood, Inc.
  Columbus, OH
  West Conshohocken, PA
• 2017-06-19 → 2019-08-15
  Cartwright Advisors Llc
  Columbus, OH
• 2008-01-01 → 2014-11-14
  Wells Fargo Clearing Services, Llc
  Columbus, OH
• 2005-12-05 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Columbus, OH

Other Businesses

(1) DIRECTOR of LANCASTER COLONY CORPORATION (Food Manufacturing Company) - Start Date:1991 - DEVOTES 10 HOURS A MONTH TO THIS BUSINESS. (2) President of FOX Foundation, Inc. (Charitable Foundation) - Start Dated: 1999 - Devotes 5 hours a month to this business. (3) BLUE SKY INVESTMENT CLUB - INVESTMENT CLUB MEMBER. (4) Acts in a fiduciary capacity such as trustee for one or more client accounts since 1989.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-30
• S63 Uniform Securities Agent State Law Examination
  1984-11-14

Other Names

• Bob Fox