Francis Financial
Francis Financial (CRD# 128067) is a financial advisory firm headquartered in New York, NY. They manage $509,718,437 in 884 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management510MILLION
-
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
Stacy Francis (CRD# 2939253) is an Investment Advisor Representative working at Francis Financial in New York, NY and has over 21 years of experience in the finance industry.
Natalie Colley (CRD# 7407055) is an Investment Advisor Representative working at Francis Financial in New York, NY and has 1 year of experience in the finance industry.
Shweta Lawande (CRD# 7405162) 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 (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.
Alexandra Shepis (CRD# 6503053) is an Investment Advisor Representative working at Francis Financial in New York, NY and has 1 year of experience in the finance industry.