Francis Financial

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).

Current Firm Details
39 Broadway, Suite 1730, New York, NY 10006
http://www.francisfinancial.com
By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $410,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Francis Financial
Showing 1 - 1 of 1 top financial advisors.
1
Stacy Francis, financial advisor New York NY
Stacy A. Francis
CRD#: 2939253
39 Broadway, Suite 1730, New York, NY 10006
96
Wealthminder
score

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.

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