Daniel Foley is a registered investment advisor at Lockton Investment Advisors, LLC, based in Philadelphia, PA, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1600 Market Street, Suite 3400, Philadelphia, PA, 19103
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel works for Lockton Companies, LLC, an insurance brokerage firm, dedicating nearly all of his time to providing general insurance brokerage services, including health and group life insurance. This activity is insurance-related.
Employment History
Current Registrations
Lockton Investment Advisors, LLC
Previous Registrations
Innovative Investment Fiduciaries, LLC
Financial Network Investment Corporation
Princor Financial Services Corporation
State Registrations1 state
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