Daniel Patrick Foley
Investment adviser representative at Lockton Investment Advisors, LLC
16 yearsExperience
1 stateRegistered in
$0Firm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
16 years in the industry.
- Lockton Investment Advisors, LLCJun 2021 to now
- Lockton Companies LLCJun 2021 to now
- Innovative Benefit Planning LLCFeb 2010 to now
- Innovative Investment Fiduciaries, LLCApr 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
Lockton Investment Advisors, LLC
$0Assets managed
0Clients
22Advisers
19 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
- 5508695
- Firm CRD
- 144133