Paul Foley
Paul Foley is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
13750 San Pedro Ave, Ste 145, San Antonio, TX, 78232
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Regulatory History (1)
Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Paul is an insurance agent selling insurance through various carriers since 2009. He is also a managing member of The Lighthouse Team LLC, dedicating a full-time commitment to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.