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

Administrative Associate

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Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU Member Investment Services, Milburn and Valentine branches

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Investment Representative - CERTIFIED FINANCIAL PLANNER™ professional
Serving EECU Member Investment Services, Clinton Way, Reedley, Sanger, and Sunnyside branches

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Investment Representative
Serving EECU’s Barstow branch

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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

The Investment Representatives at EECU Member Investment Services are registered representatives with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor.  Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliated of EECU or EECU Member Investment Services.  Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

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