Daniel Foley (CRD# 5508695) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Kansas City, MO and has over 16 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lockton Companies LLC | Philadelphia, PA | Jun 2021 - Current | 2 |
| Lockton Investment Advisors | Philadelphia, PA | Jun 2021 - Current | 2 |
| Innovative Benefit Planning LLC | Moorestown, NJ | Feb 2010 - Current | 14 |
| Innovative Investment Fiduciaries, LLC | Moorestown, NJ | Apr 2014 - May 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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