Stability Financial, LLC

Stability Financial, LLC (CRD# 167906) is a financial advisory firm headquartered in Marrero, LA. They manage $20,308,659 in 209 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $97,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
  • Other
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.

LA, TX

Financial Advisors at Stability Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raymond L. Davis
CRD#: 2252165
5201 West Bank Expressway, Suite 208, Marrero, LA 70072
96
Wealthminder
score

Raymond Davis (CRD# 2252165) is an Investment Advisor Representative working at Stability Financial, LLC in Marrero, LA and has over 24 years of experience in the finance industry. Raymond Davis 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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