Casey Fox

from Erben Associates, LLC
SEC regulated
Regulated Investment Advisor
Casey Fox is a financial advisor based in Texas, Austin, with 20 years of experience. Casey currently works for Erben Associates, LLC. Casey maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Casey Fox works at Erben Associates, LLC
Erben Associates, LLC is a financial advisory firm based in Austin, Texas. It currently has approximately $18,386,133 of assets under management and employs about 10 people. Erben Associates, LLC uses a fee structure of fixed fees and % of assets under advisement; solicitor's fee.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
14 years
Fee structure
Fixed fees and % of assets under advisement; solicitor's fee
Office location
300 Beardsley Lane, Bldg. D, Suite 200, Austin, Texas, 78746

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