Kevin FoleyCRD Number: 1095936
Current Firm: Raymond James Financial Services Advisors, Inc.
Kevin Foley (CRD# 1095936) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Worthington, OH and has over 27 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Raymond James Financial Services Advisors, Inc.||Worthington, OH||Jan 2009 - Current||9|
|Raymond James Financial Services, Inc.||Worthington, OH||Jan 1999 - Current||19|
|Financial Advisors Resources LLC||Worthington, OH||Jan 1999 - Current||19|
|Foley & Foley Wealth Strategies||Worthington, OH||Jan 1981 - Current||37|
|Oil Well Investment||Columbus, OH||Dec 2005 - Dec 2009||4|
|Worthing Christian High School||Worthington, OH||Oct 1999 - Mar 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1990|
- Customer Dispute
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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)
- Educational seminars/workshops