Debra L. Rea

NFI

Seven Fields, PA 16046

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CRD#: 4381946

Professional summary

Debra Lynn Rea, who also goes by Debra Lynn Micheli, is a registered financial advisor currently at NFI, LLC located in Seven Fields, Pennsylvania.

Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Debra has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debra Lynn Micheli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Lynn Rea's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 26, 2005 - Present

NFI, LLC

Office #1: 200 Northpointe Circle Suite 202, Seven Fields, PA 16046

RIA

CRD#: 136742

Seven Fields, PA

Past

September 23, 2002 - December 31, 2005

NETWORK FOR FINANCIAL INDEPENDENCE LLC

RIA

CRD#: 109451

PITTSBURGH, PA

Past

June 8, 2001 - October 4, 2005

NFI NETWORK, LLC

CRD#: 104447

PITTSBURGH, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/26/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/23/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/24/2001

General Securities Representative Examination

Current Firm

NFI, LLC

CRD#: 136742 / SEC#: 801-64661

RIA

Registered Investment Advisory firm - (6/18/2012 Terminated)

Florida

Registered Investment Advisory firm - (9/9/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/14/2012 Approved)

Texas

Registered Investment Advisory firm - (7/9/2019 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

200 Northpointe Circle Suite 202, Seven Fields, PA 16046

Mailing Address

Phone number

(724) 776-3999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	345
AUM (Assets Under Management)	$ 52,849,844

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Debra L. Rea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Lynn Rea's CRS (Customer Relationship Summary).

Certified licenses

Experience

NFI, LLC

NETWORK FOR FINANCIAL INDEPENDENCE LLC

NFI NETWORK, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/23/2002

Series 7

Date: 4/24/2001

Current Firm

NFI, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NFI, LLC

TRUST BUT VERIFY

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