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Rita Maria Reed

FRANCIS FINANCIAL GROUP, LLC·NEW ORLEANS, Louisiana
SIE, Series 7, Series 24, Series 27, Series 52, Series 63, Series 65, Series 79Clean record10 years registeredFRANCIS 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 · 10 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FRANCIS FINANCIAL GROUP, LLC
FFC CAPITAL MANAGEMENT
May 2016 – Nov 2018
NEW ORLEANS, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 52
Series 63
Series 65
Series 79
Registration record
First registered · May 25, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FRANCIS FINANCIAL GROUP, LLC
CRD 113205 · SEC 801-62828
AUM
$430M
Regulatory assets under management
Employees
4
144 client accounts
Services offered by FRANCIS FINANCIAL GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at FRANCIS FINANCIAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Rita Maria Reed offer?
Rita Maria Reed specializes in Investment Management, Wealth Management.
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, last registered with FRANCIS FINANCIAL GROUP, LLC.
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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Stephen Michael Daste
NEW ORLEANS, LA
Octave Joseph Francis
NEW ORLEANS, LA

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Research
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