PERSONAL FINANCIAL ADVISORS, LLC

COVINGTON, Louisiana·2 registered advisors·CRD# 118477
SEC# 801-608450(985) 898-0450
01

Firm Overview

AUM
$122M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PERSONAL FINANCIAL ADVISORS, LLC

2 registered advisors
Camille Romero Reed
COVINGTON, Louisiana
Robert Jennings Reed
COVINGTON, Louisiana
05

Office Locations

COVINGTON, Louisiana
2 advisors

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Data sourced from SEC Form ADV filings. PERSONAL FINANCIAL ADVISORS, LLC (CRD# 118477) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.