Linda J. Fox
CETERA INVESTMENT ADVISERS LLC
TRINITY, FL 34655
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CRD#: 4152983
Professional summary
Linda Joyce Fox, CFP®, who also goes by Linda Fox, Linda Joyce Gangemi, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Trinity, Florida and CETERA WEALTH SERVICES, LLC located in Trinity, Florida.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Linda has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda Fox | Linda Joyce Gangemi
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) - - LINDA FOX; NOTARY; SAME AS REGISTERED LOCATION, INVESTMENT RELATED, NOTARIZE PAPERWORK FOR CLIENTS, ONE HOUR A MONTH TOTAL DURING TRADING HOURS. (2) - - NRA CERTIFIED FIREARMS INSTRUCTOR & RECRUITER; NOT INVESTMENT RELATED; SAME AS REGISTERED LOCATION; TEACH AND RECRUIT NRA MEMBERS; START 10/2010; 2 HRS PER MONTH 0 DURING TRADING (3) - - FOX WEALTH MANAGEMENT GROUP; SINCE 02/2016; SAME AS REGISTERED ADDRESS; OWNER; CREATED TO DO BIZ UNDER SUMMIT. THIS IS MY DBA LLC SET UP AS S CORP; 70 HOURS SPENT ON ACTIVITY PER MONTH, 32.5 DURING TRADING HOURS. (4) FIXED INSURANCE WITH VARIOUS COMPANIES, SINCE 08/2001; SAME AS REGISTERED LOCATION, INVESTMENT RELATED, INSURANCE AGENT; 20 HOURS PER MONTH, DURING TRADING HOURS, FIXED INSURANCE AND LTC (5) - - FOX FIREARM TRAINING ACADEMY: NRA CERTIFIED FIREARMS INSTRUCTOR; NOT INVESTMENT RELATED, SINCE 09/2010; SAME AS REGISTERED LOCATION, OWNER & INSTRUCTOR; I CONDUCT A FIREARMS SAFETY CLASS FOR MEN WOMEN AND CHILDREN; 5 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (6) - - INVESTIGATION STATION; SINCE 07/13/2005; 16901 SHADY HILLS RD, SPRING HILL, FL, 34610; BOARD MEMBER; Not much. I was a founding board member over 10 years ago when it was created. Now there are many other volunteers to assist the charity; 0 HOURS SPENT ON ACTIVITY PER MONTH (7) - - USCCA-UNITED STATED CONCEALED CARRY ASSOC; NOT INVESTMENT RELATED; SAME AS REGISTERED LOCATION; FIREARMS TRAINING; INSTRUCTOR; STARTED 02/2022: LESS THAN ONE HOUR PER MONTH, NOT DURING TRADING HOURS; USCCA FIREARMS TRAINING (8) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LEGAL ROLE, START DATE: 04/2021, POSITION/TITLE/RELATIONSHIP: TRUSTEE, EXECUTOR & POA, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ACT AS TRUSTEE, EXECUTOR AND POA FOR PARENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Linda Joyce Fox's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
April 12, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 11161 Trinity Blvd, Trinity, FL 34655RIA
CRD#: 105644
TRINITY, FL
Current
August 22, 2019 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 11161 Trinity Blvd, Trinity, FL 34655BD
CRD#: 13572
Trinity, FL
Past
March 22, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
TRINITY, FL
Past
May 12, 2016 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
TRINITY, FL
Past
February 16, 2016 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
TRINITY, FL
Past
January 1, 2008 - December 23, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
TRINITY, FL
Past
January 1, 2008 - December 23, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
TRINITY, FL
Past
January 2, 2002 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
PORT RICHEY, FL
Past
January 2, 2002 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
PORT RICHEY, FL
Past
May 15, 2000 - January 8, 2002
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/19/2022)
RR
Connecticut(4/23/2021)
RR
Florida(9/12/2019)
IAR
Florida(4/12/2023)
RR
Georgia(9/20/2019)
RR
Indiana(4/8/2022)
RR
Michigan(9/20/2019)
RR
New York(9/20/2019)
RR
Ohio(9/20/2019)
RR
Oregon(3/7/2025)
RR
Pennsylvania(1/28/2025)
RR
South Carolina(9/30/2019)
IAR
Texas(5/2/2024)
RR
Texas(5/3/2024)
RR
Wisconsin(8/4/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Trinity, FL 34655TRUST BUT VERIFY
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