Unclaimed Profile

Donald Allen Foy

COLUMBIA RIVER ADVISORS, LLC·TACOMA, Washington

Series 7, Series 6621 years registeredCOLUMBIA RIVER ADVISORS, LLC

2115 N 30TH STREET, SUITE 102, TACOMA, WA 98403CRD# 4821689Firm CRD# 154571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Allen Foy · TACOMA, WA

Registration

CRD #4821689 · COLUMBIA RIVER ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

COLUMBIA RIVER ADVISORS

Nov 2010 – present

LPL FINANCIAL LLC

Sep 2008 – Dec 2011

TACOMA, WA

RAYMOND JAMES FINANCIAL SERVICES

Aug 2005 – Sep 2008

SEATTLE, WA

METLIFE SECURITIES INC.

Sep 2004 – Jul 2005

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 10, 2004

Years registered · 21

Disclosure History

2017Regulatory·Final

2008Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

COLUMBIA RIVER ADVISORS, LLC

CRD 154571 · SEC 801-71970

AUM

$472M

Regulatory assets under management

Employees

1,049 client accounts

Services offered by COLUMBIA RIVER ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COLUMBIA RIVER ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Allen Foy offer?

Donald Allen Foy specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TACOMA, Washington for a consultation.

What are Donald Allen Foy's credentials?

Donald Allen Foy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Allen Foy located?

Donald Allen Foy is based in TACOMA, Washington, working with COLUMBIA RIVER ADVISORS, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does Donald Allen Foy charge for services?

Donald Allen Foy's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLUMBIA RIVER ADVISORS, LLC?

COLUMBIA RIVER ADVISORS, LLC has approximately 6 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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