PERSONAL FINANCIAL ADVISORS, LLC
CRD #118477 SEC #801-60845 COVINGTON, LA (985) 898-0450
SEC Registered
Total AUM
$121.6M
Discretionary
$113.1M
Employees
5
Clients
1
Accounts
476
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REED, CAMILLE, ROMERO | I | MEMBER | NA | Control |
| REED, ROBERT, JENNINGS | I | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, CAMILLE, ROMERO | I | MEMBER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, ROBERT, JENNINGS | I | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Nov 18, 2020 REGISTERED
Notice Filings (4)
AL LA MS TX
Address
100 TYLER STREET#6
COVINGTON, LA 70433
United States
Phone: (985) 898-0450