Joseph FoleyCRD Number: 5417602
Current Firm: First Trust Advisors LP
Joseph Foley (CRD# 5417602) is an Investment Advisor Representative working at First Trust Advisors LP in Houston, TX and has over 10 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|First Trust Portfolios LP||Wheaton, IL||Aug 2007 - Current||10|
|Sentry Insurance Mutual Company||Stevens Point, WI||Aug 2006 - Sep 2007||1|
|Grace Fellowship Church||Costa Mesa, CA||May 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management104,224MILLIONS
Total Number of Accounts4,116ACCOUNTS
Average Account Value$25,321,679
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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