Unclaimed Profile

Rita Maria Reed

FRANCIS FINANCIAL GROUP, LLC·NEW ORLEANS, Louisiana

Clean recordFRANCIS FINANCIAL GROUP, LLC

400 POYDRAS STREET, NEW ORLEANS, LA 70130CRD# 5857606Firm CRD# 113205

Profile Verification

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

Identity

Rita Maria Reed · NEW ORLEANS, LA

Registration

CRD #5857606 · FRANCIS FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FRANCIS FINANCIAL GROUP, LLC

FFC CAPITAL MANAGEMENT

AUM

$430M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5857606

Firm CRD# 113205

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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