William Foley (CRD# 6943658) is an Investment Advisor Representative working at Mission Wealth Management, LP in Gig Harbor, WA and has 1 year of experience in the finance industry. William 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# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Wealth Management, LP | Santa Barbara, CA | Feb 2021 - Current | 3 |
| Unemployed | Gig Harbor, WA | May 2020 - Feb 2021 | < 1 |
| Gonzaga University | Spokane, WA | Sep 2015 - May 2020 | 4 |
| Peninsula High School | Gig Harbor, WA | Sep 2011 - Jun 2015 | 3 |
- WA
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Total Assets Under Management7,073MILLIONS
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Total Number of Accounts9,939ACCOUNTS
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Average Account Value$711,637
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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