Debra Lynn Rea
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Debra Lynn Micheli
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Years of Experience
25 years in the financial services industry
Current & Past Employments
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
Current Firm
NFI, LLC
Contact Information
Main Address
200 Northpointe Circle Suite 202, Seven Fields, PA 16046Phone Number
(724) 776-3999# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
327AUM (Assets Under Management)
$60,380,066Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
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.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
CRS (Client Relationship Summary) - RIA
Click below to view Debra Lynn Rea's CRS (Customer Relationship Summary).
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
J. W. COLE ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
