David Foley, financial advisor Tulsa OK

David Foley

CRD Number: 2835190
Current Firm: Cadent Capital Advisors, LLC

David Foley (CRD# 2835190) is an Investment Advisor Representative working at Cadent Capital Advisors, LLC in Tulsa, OK and has over 27 years of experience in the finance industry. David Foley 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.

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Professional Designations
Company Name Location Dates Years
Cadent Capital Advisors, LLC Tulsa, OK Mar 2015 - Current 9
Purshe Kaplan Sterling Investments Albany, NY May 2016 - Aug 2021 5
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Feb 2015 < 1
Morgan Stanley Smith Barney Tulsa, OK Jun 2009 - Feb 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for David M. Foley
Phone Number: 918-935-3450
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    617
    MILLIONS
  • Total Number of Accounts
    1,254
    ACCOUNTS
  • Average Account Value
    $491,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, CA, CO, LA, MO, OK, TX

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