Advisor at Financial Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Advisory Services, LLC
Location
Gettysburg, PA 17325
Credentials
Series 63, Series 65
Industry experience
14 years
Ryan Fox is a financial advisor with Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2015 and serves as an adjunct professor of economics and finance at Elizabethtown College and Eastern University. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios of mutual funds, ETFs, and individual securities, with an emphasis on aligning investments with clients’ financial situations and risk tolerances.
Based on Financial Advisory Services, LLC
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.85% annually
Account minimum: $100,000 Minimum fee: Minimum quarterly fee can be applied to any account (specific amount not stated)
113 Carlisle Street
Gettysburg, PA 17325
Pennsylvania
Financial Advisory Services, LLC
2015 - Present (11 years)
Elizabethtown College
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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