Edward James Foy
Advisor at LPL Financial — Blue Bell, PA Valley Square
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
30 years
Location
Blue Bell, PA 19422
LPL Financial
Institution
Edward Foy is a financial advisor with LPL Financial in Blue Bell, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2023, he operated his own advisory practice and worked with Minnesota Life, M & K Financial Services, and Securian Financial Services for over two decades. Outside of his advisory work, he is the owner of a business specializing in buying and selling sports books and publications and serves on the Parish Finance Council at Saint Genevieve Roman Catholic Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment programs and tools, including model portfolios, third-party asset management, and participant-level retirement advice, supported by technology-driven operational and research resources.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Blue Bell, PA Valley Square
5 Valley Square, Ste 110
Blue Bell PA 19422
Advisors at this office
1
Pennsylvania
30 years of industry experience
LPL Financial, LLC
2023 - Present • 3 years
Flourtown, PA
Edward J. Foy
1996 - 2023 • 27 years
Huntingdon Valley, PA
Minnesota Life
1996 - 2023 • 27 years
St. Paul, MN
M & K Financial SVS
1996 - 2023 • 27 years
Huntingdon Valley, PA
Securian Financial Services, Inc.
1996 - 2023 • 27 years
Huntingdon Valley, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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