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Debra Lynn Rea

NFI, LLC

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About Debra Lynn Rea

Debra Lynn Rea is a registered investment advisor representative associated with NFI, LLC and has been in the industry since 2001. Debra Rea currently works in the Seven Fields, Pennsylvania office. Debra Lynn Rea has passed the Series 7 and Series 66 exams. The firm provides financial planning and portfolio management services.

Firm Information

Debra Rea is currently registered with NFI, LLC. NFI, LLC is an investment advisor with 2 investment advisor representatives and 1 licensed agent. The firm manages approximately $47 million in assets for 138 clients. NFI, LLC offers financial planning and portfolio management services for individuals and businesses. Their client base primarily consists of individuals, both high-net-worth and those not considered high-net-worth.

$47.01M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum annual fee: $150

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Debra Rea’s Registration & Firm History

PA

08/26/2005 - Present

NFI, LLC (SEVEN FIELDS PA)

PA

06/08/2001 - 10/04/2005

NFI NETWORK, LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 04/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Debra Lynn Rea.
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