BF
CFP
BF
CFP

Bradley Foy

26 Years of Experience
Wilmington, DE
BrokerSells Insurance

Bradley Foy is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, DE, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1011 Centre Road, Suite 110, Wilmington, DE, 19805

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley is the lead FA, branch manager, and sole branch owner of Bassett, Brosius, Foy & Associates. He is also an agent for Life Brokerage LLC and another firm, both involving non-variable insurance, and dedicates minimal time to these insurance activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2014 - Present · 11 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 1999 - Present · 26 yrs 7 mos
Previous Registrations
Bassett, Dawson & Foy, INC.
April 2000 - December 2014 · 14 yrs 8 mos
State Registrations33 states
AZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMNMONCNHNJNYORPASCTNTXUTVAVirgin IslandsWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Bradley Foy - Financial Advisor | TrueAdvisor