Foy Financial Services, Inc.

Foy Financial Services, Inc. (CRD# 118828) is a financial advisory firm headquartered in , . They manage $40,459,057 in 300 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $134,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NE, RI, TX

Financial Advisors at Foy Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Andrew J. Kramer
CRD#: 2751434
Lincoln, NE
93
Wealthminder
score

Andrew Kramer (CRD# 2751434) is an Investment Advisor Representative working at Foy Financial Services, Inc. in Lincoln, NE and has over 21 years of experience in the finance industry.

2
Edward D. Foy
CRD#: 719148
Lincoln, NE
83
Wealthminder
score

Edward Foy (CRD# 719148) is an Investment Advisor Representative working at Foy Financial Services, Inc. in Lincoln, NE and has over 37 years of experience in the finance industry.

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