William J. Fox

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William J. Fox

Investment Representative - Serving EECU Member Investment Services Hanford, Tulare, Van Ness and Visalia branches

Phone: 
559-437-7723
Fax: 
559-733-2064

CA Insurance License #0M22602

EECU Member Investment Services

3212 N. Demaree, Suite A

Visalia, CA 93291

Will is an Investment Representative with EECU Member Investment Services located at Educational Employees Credit Union.  He currently has his Series 6 and 63 securities registrations held with LPL Financial, as well as his California Life Insurance Agent license.  Will honorably served in the U.S. Army as a Transportation Coordinator and Logistics Supervisor prior to joining EECU Member Investment Services in 2017.  Will obtained his Bachelor’s degree from Fresno Pacific University in Business Management.  He is currently pursuing a Master’s degree in Business Administration with an emphasis in Finance from Grand Canyon University.

Will’s goal is to build trusted relationships with credit union members while promoting financial education, comprehensive and responsible investing strategies, and long-term goal planning.  He would like to assist credit union members by helping them navigate through areas such as retirement savings, college planning, and tax-efficient investing*. He brings a high level of integrity, dedication, and professionalism to each credit union member.

*Investors should consult a tax professional before implementing any tax savings investment as Will is not a Certified Public Accountant or tax advisor.

Team members

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Investment Representative - Serving EECU Member Investment Services Hanford, Tulare, Van Ness and Visalia branches

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Investment Representative - CERTIFIED FINANCIAL PLANNER™ professional
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Investment Representative
Serving EECU Member Investment Services, Selma, Madera and Merced branches

Administrative Associate

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Investment Representative
Serving EECU Member Investment Services, Clovis North, Old Town Clovis and Perrin Offices

Senior Vice President
Investment Program Manager

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its Licensed affiliates.  Educational Employees Credit Union and EECU Member Investment Services are not a registered broker-dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, OR, CA, NV, AZ, UT, ID, MT, WY, NM, TX, OK, SD, MN, IA, MO, AR, HI, MS, TN, KY, OH, PN, CT, MD, NC, SC, GA, FL, VA

Not NCUA Insured

May Lose Value

No Credit Union Guarantee

Not A Credit Union Deposit

Not Insured by Any Federal Government Agency

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