Michael FoyCRD Number: 5112245
Current Firm: Two West Capital Advisors LLC
Michael Foy (CRD# 5112245) is an Investment Advisor Representative working at Two West Capital Advisors LLC in Overland Park, KS and has over 13 years of experience in the finance industry. Michael Foy 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.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Two West Capital Advisors LLC||Overland Park, KS||Oct 2021 - Current||< 1|
|Copper Financial Network LLC||Lenexa, KS||Nov 2019 - Oct 2021||1|
|Td Ameritrade, Inc.||Lees Summit, MO||Jan 2018 - Sep 2019||1|
|Td Ameritrade Investment Management, LLC||Omaha, NE||Jan 2018 - Sep 2019||1|
|Scottrade, Inc.||Kansas City, MO||Feb 2006 - Jan 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Feb 2017|
Total Assets Under Management1,716MILLIONS
Total Number of Accounts341ACCOUNTS
Average Account Value$5,031,876
- A percentage of assets under your management
- 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)
KS, MO, NY, TX
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