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Spartanburg Financial Advisors
B. T. Foy Financial, LLC
525 Maverick Circle
Spartanburg, SC 29307
(866) 640-6482
Advisor Profile
Name: Britton Foy
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Business Description
At B. T. Foy Financial, LLC, the focus is on the client. My goal is to provide superior customer service and financial advice, for a below average fee. I achieve this through cost control and efficient utilization of technology. I provide hourly comprehensive financial planning and fee only asset management.
 

General Information
Gender:    Male
CRD#:    3155699
Firm CRD#:    146833
Name of Custodial Firm:    Pershing, LLC
States Licensed in:    SC
Years of Experience in Financial Services:    8
Number of Years with Current Firm:    1
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education
Academic Background
 
1995-1999
Wofford College
BA in Business Economics
 

Services
Investment Types:    Bonds, Stocks, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships
Securities Licenses:    Series 65
 

Firm Information
Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance
Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees
I am a fee-only financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets, Hourly
 
 
 
Prepared By: Britton Foy
Most Recent Update: 09/23/2008