Francis Financial (CRD# 128067) is a financial advisory firm headquartered in New York, NY. They manage $217,811,645 in 530 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management218MILLION
Total Number of Accounts530ACCOUNTS
Average Account Value$410,965
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Stacy Francis (CRD# 2939253) is an Investment Advisor Representative working at Francis Financial in New York, NY and has over 15 years of experience in the finance industry. Stacy Francis 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.