Unclaimed Profile

Petra Smith

RESOURCE MANAGEMENT INC·METAIRIE, Louisiana

RESOURCE MANAGEMENT INC

3330 WEST ESPLANADE AVE STE 509, METAIRIE, LA 70002CRD# 5969551Firm CRD# 110231

Profile Verification

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

Identity

Petra Smith · METAIRIE, LA

Registration

CRD #5969551 · RESOURCE MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Petra Smith is a registered financial advisor based in METAIRIE, Louisiana, affiliated with RESOURCE MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Petra

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Petra is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

RESOURCE MANAGEMENT, LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RESOURCE MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5969551

Firm CRD# 110231

View on FINRA BrokerCheck →

Looking for a financial advisor in METAIRIE?

Browse all registered financial advisors in METAIRIE, Louisiana or claim this profile if it's yours.

Browse METAIRIE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Petra Smith offer?

Petra Smith specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.

What are Petra Smith's credentials?

Petra Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Petra Smith located?

Petra Smith is based in METAIRIE, Louisiana, working with RESOURCE MANAGEMENT INC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does Petra Smith charge for services?

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

How large is RESOURCE MANAGEMENT INC?

RESOURCE MANAGEMENT INC has approximately 5 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →