William FoleyCRD Number: 2404185
Current Firm: Ameriprise Financial Services, LLC
William Foley (CRD# 2404185) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, MI and has over 21 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Strategic Blueprint, LLC
|American Enterprise Investment Services Inc.||Troy, MI||Nov 2017 - Current||4|
|Independent Consultant||Devon, PA||Mar 2017 - Nov 2017||< 1|
|Na||Devon, PA||Oct 2016 - Mar 2017||< 1|
|Wellington Management Company||Radnor, PA||Jun 2007 - Oct 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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