Kenneth Foley (CRD# 2840109) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Kennett Square, PA and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group, Inc. | Littleton, CO | Jul 2022 - Current | 1 |
| Spearhead Administrative Services, LLC | Kennett Square, PA | Feb 2022 - Current | 2 |
| Spearhead Capital Advisors | Kennett Square, PA | Jan 2019 - Dec 2022 | 3 |
| Spearhead Capital, LLC | Kennett Square, PA | Jan 2019 - Jul 2022 | 3 |
| Lombard International Distribution Company | Philadelphia, PA | Dec 2010 - Dec 2018 | 8 |
| Lombard International | Philadelphia, PA | Oct 2001 - Dec 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- DE
- PA
-
Total Assets Under Management1,198MILLIONS
-
Total Number of Accounts293ACCOUNTS
-
Average Account Value$4,088,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
DE, FL, MA, NJ, PA
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