Cetera Investment Advisers
41yrs
Top advisor by experience in Irving
13yrs
William Fox is a fiduciary financial advisor in Irving, Texas, with 13 years in the industry. After less than a year at Cetera Investment Advisers and six years at First Allied Advisory Services, William joined LPL Financial in 2020, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 185 advisors with offices in Irving, and one of 176 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 66% of advisors in Irving
Office800 W. Airport Freeway 430, Irving, TX 75062
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowLPL Financial LLCCurrent firm
- Nov 2020 – Nov 2020Cetera Investment Advisers LLCPreviously
- 2014 – 2020First Allied Advisory Services, Inc.Previously
- Dec 2013 – Sep 2014MerrillPreviously
Contact William
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for William. 800 W. Airport Freeway 430Irving, TX 75062Office · Get directions Facebook pageLPL Financial
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Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call LPL Financial at (704) 733-3300 and ask for William Fox. William works from the Irving, TX office.
How long has William been a financial advisor?
William has been in the industry since 2013, about 13 years. More experience than 66% of advisors in Irving.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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