Patrick Foy (CRD# 1485275) is an Investment Advisor Representative working at Lpl Financial LLC in Winnie, TX and has over 34 years of experience in the finance industry. Patrick 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.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 5908228
Osaic Wealth, Inc.
CRD# 5918449
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Winnie, TX | Jun 2019 - Current | 4 |
| Patrick Foy Financial Group | Winnie, TX | Oct 2008 - Current | 15 |
| Raymond James Financial Services Advisors, Inc. | Winnie, TX | Jan 2009 - Jun 2019 | 10 |
| Patrick Foy Financial Group Inc. | Winnie, TX | Oct 2008 - Jun 2019 | 10 |
| Raymond James Financial Services, Inc. | Winnie, TX | Sep 2001 - Jun 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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