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Bradley Jason Foy

Investment adviser representative at Raymond James Financial Services Advisors, Inc
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

26 years in the industry.

  1. Life Brokerage LLCJan 2017 to now
  2. Raymond James Financial Services Advisors Inc.Oct 2014 to now
  3. Raymond James Financial ServicesMar 1997 to now
  4. University of DelawareFeb 2019 to Dec 2023
  5. Bassett, Dawson & Foy Inc.Jan 2015 to Jun 2023

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 2 states (DE, TX).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4010566
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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