Kenneth Foley, financial advisor Kennett Square PA

Kenneth Foley

CRD Number: 2840109
Current Firm: Spearhead Administrative Services, LLC

Kenneth Foley (CRD# 2840109) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Kennett Square, PA and has over 11 years of experience in the finance industry.

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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 1
Spearhead Capital Advisors Kennett Square, PA Jan 2019 - Current 4
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
Contact Info for Kenneth E. Foley
Phone Number: 855-615-5318
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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