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Daniel Patrick Foley

13 Years of Experience
Sells Insurance
Compensation
N/A
Firm Size
23 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

1600 Market Street, Suite 3400, Philadelphia, PA, 19103

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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 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
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Innovative Investment Fiduciaries, LLC
July 2014 - June 2021 · 6 yrs 11 mos
Financial Network Investment Corporation
August 2008 - March 2010 · 1 yr 7 mos
Princor Financial Services Corporation
April 2008 - June 2008 · 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.