Ryan A. Fox, MBA
| Other Names: | Ryan Andrew Fox, Ryan Fox |
|---|---|
| Firm: | Financial Consulate |
| Advisor Location: | Gettysburg, PA |
| Firm Primary Clients: | Individuals |
| Type: | RIA |
Description
Ryan Fox is a representative at Financial Consulate in Gettysburg, PA. Financial Consulate primarily manages accounts for individuals, high net worth individuals, and corporations or other businesses and has more than $253M in assets under management. This advisor is registered with the SEC. This advisor's firm is SEC-registered. ... see more
BrightScope Advisor Metrics
Answers and Guides
Top Answers
Top Guides
What's in a name... differences between the term "financial advisor"
Published May 02, 2012Financial Challenges for Couples
Published Feb 23, 2012Retirement Planning: Questions to Guide your Advisor Selection
Published Feb 21, 2012Advisor Information
Articles/Publications
Working longer is often a key to make sure enough funds are in place for retirement.
There are a number of items to address before you make the decision to rollover your 401k. Be sure to address each of these issues prior to making any decision.
What are the common steps that should be completed to ensure a complete understanding of your retirement plan picture? This article provides strong insight.
The DOL is adding to their regulatory staff in an effort to uncover issues with company sponsored retirement plans. It is imperative that every plan be reviewed for the current and future standards to avoid penalties.
Leading financial planning firm opens Gettysburg PA office with local employee Ryan Fox.
To take money from your 401k early is a critical decision facing retirees. This article provides an excellent overview of key issues.
This is an excellent article that provides a step by step approach for those who have to make a 401k decision because of job loss. The authoer provides clear, concise, real advice.
Asking the right questions is vital before starting a new relationship with a financial advisory firm. You need at least these questions and many more so that you are making a correct, crucial decision.
Many retirees face a significant decision about what to do with their 401k funds when they retire. Often a 401k should be rolled to an IRA but many times the thrill of retirement leads to a temporarily forgotten 401k. This article sheds light on some of the benefits of rolling the 401k to an IRA.
Social Media
Firm Client Types
| Individuals | |
| High Net Worth Individuals | |
| Pension and Profit Sharing Plans | |
| Corporations or Other Businesses | |
| Charitable Organizations |
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
Experience and Employment History
| Employer | Years | Dates |
|---|---|---|
| Financial Consulate, Inc. | 1 year | May 2011 - Present |
| Infinex Investments, Inc. | 2 years, 2 months | Feb 2009 - May 2011 |
| Adams County National Bank | 3 years, 9 months | Aug 2007 - May 2011 |
| Fox Independent Investment Advisory | 2 years, 7 months | May 2005 - Dec 2007 |
| South Western School District | 3 years | Aug 2004 - Aug 2007 |
| Manheim Central School District | 10 months | Oct 2003 - Aug 2004 |
| Financial Network Inv. Corp. | 4 months | Jun 2003 - Oct 2003 |
| Community Banks | 5 months | May 2003 - Oct 2003 |
| Waypoint Bank | 9 months | Sep 2002 - Jun 2003 |
| Essex National Securties | 9 months | Sep 2002 - Jun 2003 |
| Eastern University | 8 years, 7 months | Sep 2002 - Apr 2011 |
| Elizabethtown College | 9 years, 9 months | Sep 2002 - Present |
| First Union | 3 years, 9 months | Dec 1998 - Sep 2002 |
Licenses and Conduct
| Regulator |
|
|
|---|---|---|
| License Status |
Registered
|
Not registered
|
| Disclosures |
No Disclosures Found |
No Disclosures Found |
| As of Date |
12/06/2011
|
12/06/2011
|
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.
Advisor Exams
| Exam | Series | Passed Date |
|---|---|---|
| Uniform Investment Adviser Law Examination | Series 65 | 10/30/2010 |
| Futures Managed Funds Examination | Series 31 | 09/16/1997 |
| Uniform Securities Agent State Law Examination | Series 63 | 09/03/1997 |
| General Securities Representative Examination | Series 7 | 08/22/1997 |
Advisor Compensation Arrangements
Advisor
This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.
