Thomas
Foley
Kestra Advisory Services, LLC
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About this Advisor
Thomas Foley is a certified financial planner based out of Fairfax, Virginia with 7 years of relevant experience. Foley is currently employed by Kestra Advisory Services, LLC. Throughout their career, Foley has worked at The Foley Group, LTD, Nfp Securities Inc, Kestra Advisory Services, LLC and Kestra Investments Services, LLC. Foley has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. Kestra Advisory Services, LLC is a registered investment business based out of Austin, TX. The company has offices in 544 locations and a total of 1,311 people on staff. It oversees $42 billion in assets under management between its 140,407 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 140,407 customer accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. Kestra Advisory Services, LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically are based on which service is offered. Fee types billed by Kestra Advisory Services, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Thomas Foley Work History
Thomas has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investments Services, LLC
The Foley Group, LTD
Nfp Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Foley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
