Brian Foley (CRD# 2869565) is an Investment Advisor Representative working at Bcf Law Group, LLC in South Boston, MA and has over 26 years of experience in the finance industry. Brian Foley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bcf Law Group, LLC | South Boston, MA | Jul 2008 - Current | 15 |
| Law Offices Of Brian C Foley | Brockton, MA | Sep 2006 - Current | 17 |
| Congress Wealth Management LLC | Boston, MA | Jan 2007 - May 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
- MA
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Total Assets Under Management33MILLIONS
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Total Number of Accounts145ACCOUNTS
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Average Account Value$226,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA
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