Keith Foley, financial advisor Franklin OH

Keith Foley

CRD Number: 6929430
Current Firm: Lion Bridge Partners

Keith Foley (CRD# 6929430) is an Investment Advisor Representative working at Lion Bridge Partners in Franklin, OH and has over 4 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lion Bridge Partners, LLC Franklin, OH Aug 2017 - Current 5
Uc Off Campus Student Housing, Ltd Franklin, OH Mar 2015 - Current 7
Oxford Off Campus Student Housing, Ltd Franklin, OH Sep 2014 - Current 8
Xavier Off Campus Student Housing, Ltd Franklin, OH Sep 2014 - Current 8
Eb Brands Yonkers, NY Aug 2012 - Jan 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Keith P. Foley
Phone Number: 513-253-0325
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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