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Robert Jennings Reed

PERSONAL FINANCIAL ADVISORS, LLC·COVINGTON, Louisiana
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100 TYLER STREET, COVINGTON, LA 70433CRD# 702104Firm CRD# 118477
01

About

Robert Jennings Reed is a registered financial advisor based in COVINGTON, Louisiana, affiliated with PERSONAL FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PERSONAL FINANCIAL ADVISORS, LLC
PERSONAL FINANCIAL ADVISORS, LLC
AUM
$122M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PERSONAL FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 702104
Firm CRD# 118477
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in COVINGTON
Amy Lynn Betts — BEAM WEALTH ADVISORS, INC.Camille Romero Reed — PERSONAL FINANCIAL ADVISORS, LLCClaude Paul Duet — ASSET PLANNING SERVICES INCBrenda Martinez Duet — ASSET PLANNING SERVICES INCScott Edward Bordelon — BEAM WEALTH ADVISORS, INC.
Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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