Patrick FoleyCRD Number: 5583427
Current Firm: Nisa Investment Advisors, LLC
Patrick Foley (CRD# 5583427) is an Investment Advisor Representative working at Nisa Investment Advisors, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Nisa Investment Advisors, LLC||St. Louis, MO||Jan 2011 - Current||6|
|Nisa Investment Advisors,l.l.c.||St.louis, MO||Jan 2009 - Jan 2011||2|
|Nisa Investment Advisors, LLC||St. Louis, MO||Jan 2006 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2008|
Total Assets Under Management131,601MILLIONS
Total Number of Accounts552ACCOUNTS
Average Account Value$238,406,934
- 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
CA, CT, IL, MO, NY, PA, TX, WI