Personal Financial Advisors, LLC

Personal Financial Advisors, LLC (CRD# 118477) is a financial advisory firm headquartered in Covington, LA. They manage $108,521,878 in 551 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $196,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AL, LA, MS, TX

Financial Advisors at Personal Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joan B. Cox
CRD#: 1260363
100 Tyler Street, #6, Covington, LA 70433
96
Wealthminder
score

Joan Cox (CRD# 1260363) is an Investment Advisor Representative working at Personal Financial Advisors, LLC in Covington, LA and has over 24 years of experience in the finance industry. Joan Cox 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
Lauren G. Lindsay
CRD#: 3139075
Houston, TX
96
Wealthminder
score

Lauren Lindsay (CRD# 3139075) is an Investment Advisor Representative working at Personal Financial Advisors, LLC in Houston, TX and has over 18 years of experience in the finance industry. Lauren Lindsay 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.

3
Robert J. Reed
CRD#: 702104
100 Tyler Square, No. 6, Covington, LA 70433
96
Wealthminder
score

Robert Reed (CRD# 702104) is an Investment Advisor Representative working at Personal Financial Advisors, LLC in Covington, LA and has over 33 years of experience in the finance industry. Robert Reed 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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