Charles Fox has been an investment adviser representative at Burgess Investment Group since July 2026, and is not listed among the firm’s executive officers or direct owners.
Burgess Investment Group, LLC is a Greenville, SC firm with $147M under management, 864 clients and 10 advisers across 7 offices, as of its September 2026 filing.
Charles Fox is Lead Financial Advisor of Big Money Retirement Solutions. He built his career at Edward Jones, Vanguard and Fidelity before joining the firm.
Charles Fox’s longest registration was 5 years at Fidelity Personal and Workplace Advisors (2020–2025). Before joining Burgess Investment Group in 2026, Charles Fox was registered through Ae Wealth Management, LLC and Strategic Advisers LLC.
- – present · under a yearAlpharetta, GA · Adviser representative · Firm CRD 318698
- Ae Wealth Management, LLC– · under a yearAlpharetta, GA · Adviser representative · Firm CRD 282580
- Strategic Advisers LLC– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · 5 yearsScottsdale, AZ · Adviser representative · Firm CRD 288590
- Financial Engines Advisors L.L.C.– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 104510
- MML Investors Services, LLC– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 10409
- Vanguard Advisers, Inc.– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 106715
- Edward Jones– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 250
Professional designations
Listed by Burgess Investment Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Charles Fox is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- GeorgiaSince 28 July 2026
- South CarolinaSince 24 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 December 2013 |
| Series 7 | General Securities Representative Examination | 21 October 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Mitten Fox
- CRD
- 6245285
- Firm
- Burgess Investment Group · CRD 318698
- Office
- 3050 Northwinds Parkway, Alpharetta, GA 30009
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bigmoneyretirement.com
Where does Charles Fox work?
Charles Fox is an investment adviser representative registered through Burgess Investment Group, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Charles Fox a financial advisor?
Yes. Charles Fox has a current investment-adviser registration in Georgia and South Carolina, through Burgess Investment Group since July 2026.
How many years of experience does Charles Fox have?
Charles Fox has 11 years in the financial industry, since December 2014, across 8 adviser firms.
What exams has Charles Fox passed?
Charles Fox has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2013. FINRA credited Charles Fox with the SIE, which began in October 2018.
Where did Charles Fox work before Burgess Investment Group?
Before Burgess Investment Group, Charles Fox was registered through Ae Wealth Management, LLC, February 2026 to May 2026; Strategic Advisers LLC, March 2025 to December 2025; Fidelity Personal and Workplace Advisors, March 2020 to March 2025; Financial Engines Advisors L.L.C., January 2020 to March 2020; MML Investors Services, LLC, September 2019 to November 2019; Vanguard Advisers, Inc., September 2016 to July 2019; Edward Jones, December 2013 to January 2015.
Where is Charles Fox based?
Charles Fox’s registered office is in Alpharetta, GA.
Is Charles Fox registered with FINRA?
No. Charles Fox has no current broker registration.
Is Charles Fox a CFP?
Burgess Investment Group lists Charles Fox with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Charles Fox’s record?
Search CRD 6245285 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Fox’s full registration record.
