Kenneth FoleyCRD 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.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|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|
Total Assets Under Management460MILLIONS
Total Number of Accounts124ACCOUNTS
Average Account Value$3,710,567
- 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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