DF
David S. Fox
FINANCIAL GROWTH MANAGEMENT
LOS ANGELES, CA
CRD#: 5011080
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DF
David S. FoxFINANCIAL GROWTH MANAGEMENT
Professional summary
David S. Fox is a registered financial advisor currently at FINANCIAL GROWTH MANAGEMENT INC. located in Los Angeles, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David S. 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®
NoneExperience
Current
August 15, 2025 - Present
FINANCIAL GROWTH MANAGEMENT INC.
RIA
CRD#: 336548
LOS ANGELES, CA
Past
May 1, 2009 - June 13, 2026
FINANCIAL GROWTH MANAGEMENT, INC.
RIA
CRD#: 135420
LOS ANGELES, CA
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.Highlighted states indicate IAR registrations
IAR
California(8/15/2025)
Exams
Current Firm
FG
FINANCIAL GROWTH MANAGEMENT INC.
FINANCIAL GROWTH MANAGEMENT INC.
CRD#: 336548 / SEC#:
California
Registered Investment Advisory firm - (8/13/2025 Approved)Loading...
Contact information
Main Address
695 Town Center Dr. #1100, Costa Mesa, CA 92626
Mailing Address
Phone number
(714) 243-4340
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 69 |
| AUM (Assets Under Management) | $ 12,006,187 |
Red Flags
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