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Robert Jennings Reed

PERSONAL FINANCIAL ADVISORS, LLC·COVINGTON, Louisiana
Series 1, Series 7, Series 24, Series 63Clean record22 years registeredPERSONAL FINANCIAL ADVISORS, LLC
100 TYLER STREET, COVINGTON, LA 70433CRD# 702104Firm CRD# 118477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Jennings Reed · COVINGTON, LA
Registration
CRD #702104 · PERSONAL FINANCIAL ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Dec 2020 – present
PERSONAL FINANCIAL ADVISORS, LLC
Jul 2004 – Jan 2021
COVINGTON, LA
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 24
Series 63
Registration record
First registered · July 12, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PERSONAL FINANCIAL ADVISORS, LLC
CRD 118477 · SEC 801-60845
AUM
$122M
Regulatory assets under management
Employees
5
476 client accounts
Services offered by PERSONAL FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PERSONAL FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Robert Jennings Reed offer?
Robert Jennings Reed specializes in Financial Planning, Investment Management. Contact their office in COVINGTON, Louisiana for a consultation.
What are Robert Jennings Reed's credentials?
Robert Jennings Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jennings Reed located?
Robert Jennings Reed is based in COVINGTON, Louisiana, working with PERSONAL FINANCIAL ADVISORS, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.
How does Robert Jennings Reed charge for services?
Robert Jennings Reed's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL FINANCIAL ADVISORS, LLC?
PERSONAL FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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