Advisor at Foy Financial Services, Inc.
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Firm
Foy Financial Services, Inc.
Location
Lincoln, NE
Credentials
Series 63, Series 65
Industry experience
2 years
Cindy Hunter is a financial advisor at Foy Financial Services, Inc. in Lincoln, NE, holding Series 63 and Series 65 licenses with two years of industry experience. She has been associated with Foy Financial Services since 2001. Foy Financial Services primarily serves individual investors, including high-net-worth clients, offering discretionary portfolio management along with financial, retirement, and estate planning services. The firm utilizes its SELECTOR Money Management Program, a trend-following, technical-analysis based asset-allocation strategy implemented through mutual funds, ETFs, and variable subaccounts.
Based on Foy Financial Services, Inc.
Based on Foy Financial Services, Inc.
$0 - $99,999: 1.80% annually $100,000 - $249,999: 1.60% annually $250,000 - $499,999: 1.40% annually $500,000 - $999,999: 1.20% annually $1,000,000+: 1.00% annually
Account minimum: $25,000
Lincoln, NE
Nebraska · Rhode Island
Foy Financial Services, Inc.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lincoln, NE
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