Nfi, LLC

Nfi, LLC (CRD# 136742) is a financial advisory firm headquartered in Seven Fields, PA. They manage $37,772,591 in 576 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    576
    ACCOUNTS
  • Average Account Value
    $65,577
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

PA

Financial Advisors at Nfi, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel F. Rea
CRD#: 2442234
200 Northpointe Circle, Suite 202, Seven Fields, PA 16046
96
Wealthminder
score

Daniel Rea (CRD# 2442234) is an Investment Advisor Representative working at Nfi, LLC in Seven Fields, PA and has over 23 years of experience in the finance industry. Daniel Rea 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.

2
Debra L. Rea
CRD#: 4381946
200 Northpointe Circle, Suite 202, Seven Fields, PA 16046
93
Wealthminder
score

Debra Rea (CRD# 4381946) is an Investment Advisor Representative working at Nfi, LLC in Seven Fields, PA and has over 15 years of experience in the finance industry.

3
David E. Martin
CRD#: 1046246
200 Northpointe Circle, Suite 202, Seven Fields, PA 16046
63
Wealthminder
score

David Martin (CRD# 1046246) is an Investment Advisor Representative working at Nfi, LLC in Seven Fields, PA and has over 35 years of experience in the finance industry.

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