KF
KF

Krista Foley

3 Years of Experience
Cheyenne, WY
Broker

Krista Foley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cheyenne, WY, with 3 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

4012 Laramie Street, Cheyenne, WY, 82001

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Krista works as a financial advisor for Kevin Guille Strategic Wealth Management, spending about half of her time constructing investment portfolios and assisting in asset management. She also has a DBA/Support Company called Rockwood Financial Services LLC, but dedicates no time to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
August 2023 - October 2023 · 2 mos
Charles Schwab & CO., INC.Broker
February 2021 - February 2022 · 1 yr
State Registrations40 states
AKARAZCACODCDEFLGAIAIDILINKSLAMAMIMNMOMTNCNENHNJNMNVNYOHOKORPASCSDTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.