Foy Financial Services, Inc.

Foy Financial Services, Inc. (CRD# 118828) is a financial advisory firm headquartered in , . They manage $100,828,281 in 991 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    991
    ACCOUNTS
  • Average Account Value
    $101,744
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

FL, MD, NC, NE, PA, RI, TX, WI

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 19 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 36 years of experience in the finance industry.

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