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Rita Maria Reed

FRANCIS FINANCIAL GROUP, LLC·NEW ORLEANS, Louisiana
Unclaimed Profile
400 POYDRAS STREET, NEW ORLEANS, LA 70130CRD# 5857606Firm CRD# 113205
01

About

Rita Maria Reed is a registered financial advisor based in NEW ORLEANS, Louisiana, affiliated with FRANCIS FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FRANCIS FINANCIAL GROUP, LLC
FFC CAPITAL MANAGEMENT
AUM
$430M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FRANCIS FINANCIAL GROUP, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5857606
Firm CRD# 113205
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rita Maria Reed offer?
Rita Maria Reed specializes in Investment Management, Wealth Management. Contact their office in NEW ORLEANS, Louisiana for a consultation.
What are Rita Maria Reed's credentials?
Rita Maria Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rita Maria Reed located?
Rita Maria Reed is based in NEW ORLEANS, Louisiana, working with FRANCIS FINANCIAL GROUP, LLC. Their office serves clients in the NEW ORLEANS metropolitan area and surrounding communities.
How does Rita Maria Reed charge for services?
Rita Maria 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 FRANCIS FINANCIAL GROUP, LLC?
FRANCIS FINANCIAL GROUP, LLC has approximately 4 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
BATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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