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Robert Foley, CFP®

Robert Foley, CFP®

Advertising Account Manager

Followers of Robert Foley, CFP®151 followers
location of Robert Foley, CFP®Tustin, California, United States

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  • Timeline

  • About me

    Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC

  • Education

    • Sciences Po

      1985 - 1986

    • College for Financial Planning

      2006 - 2006
      Certificate, Accredited Asset Management Specialist

    • USC Marshall School of Business

      1984 - 1987
      B.S.

  • Experience

    • Los Angeles Times

      Jan 1990 - Jan 1996
      Advertising Account Manager

    • Kforce Inc

      Jun 1997 - Apr 2002
      Account Manager/Recruiter

    • Edward Jones

      Apr 2002 - May 2011
      Financial Advisor, AAMS®, CFP®

      Consistently among top-ranked advisors regionally and nationally in Client Service Excellence. Earned many production awards. Earned many firm-sponsored, incentive travel invitations. California Insurance License 0D75780

    • Raymond James

      May 2011 - now
      CERTIFIED FINANCIAL PLANNER™ Practitioner/Financial Advisor/Principal

      We can be reached at (714) 617-7966California Insurance License 0D75780For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP (r), CERTIFIED FINANCIAL PLANNER (TM) and CFP (r) in the U.S. Show less

  • Licenses & Certifications

    • Series 24, 7, 63 and 65

      -

    • California Insurance Licensed

      California Department of Insurance

    • Investment Management Consultant

      Raymond James
      Apr 2014