Avani Ramnani (CRD# 5380880) is an Investment Advisor Representative working at Francis Financial in New York, NY and has 1 year of experience in the finance industry. Avani Ramnani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1863193
Primerica Advisors
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Francis Financial, Inc. | New York, NY | Mar 2012 - Current | 12 |
- NY
-
Total Assets Under Management510MILLIONS
-
Total Number of Accounts884ACCOUNTS
-
Average Account Value$576,605
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, FL, NJ, NY, TX
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