Krista Foley, financial advisor Cheyenne WY

Krista Foley

CRD Number: 6849410
Current Firm: Raymond James Financial Services Advisors, Inc.

Krista Foley (CRD# 6849410) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cheyenne, WY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Cheyenne, WY Mar 2024 - Current < 1
Raymond James Financial Services, Inc. Cheyenne, WY Oct 2023 - Current < 1
Rockwood Financial Services LLC Cheyenne, WY Sep 2023 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Aug 2023 - Sep 2023 < 1
Unemployed Cheyenne, WY Mar 2022 - Jul 2023 1
Charles Schwab And Company, Inc. Cheyenne, WY May 2020 - Feb 2022 1
Colorado Technical University Colorado Springs, CO May 2018 - Feb 2020 1
Wyoming Cowboy Challenge Academy Guernsey, WY Apr 2019 - May 2019 < 1
Unemployed Colorado Springs, CO Dec 2017 - May 2018 < 1
T Rowe Price Colorado Springs, CO Jun 2017 - Dec 2017 < 1
American Medical Response Colorado Springs, CO Aug 2015 - Mar 2017 1
Memorial Hospital Colorado Springs, CO Sep 2013 - Jul 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2024
Contact Info for Krista B. Foley
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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