Thomas Foglia, financial advisor Blue Bell PA
93 score

Thomas Foglia

CRD Number: 2981800
Current Firm: Integer Wealth Advisors Group, LLC

Thomas Foglia (CRD# 2981800) is an Investment Advisor Representative working at Integer Wealth Advisors Group, LLC in Blue Bell, PA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Deloitte & Touche Philadelphia, PA Aug 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Thomas A. Foglia
Phone Number: 770-974-2787
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    210
    MILLIONS
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $982,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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