Debra Rea
Advisor at NFI, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Debra Rea is a financial advisor at Nfi, LLC with 23 years of industry experience. She holds a Series 66 designation and has been with Nfi since 2005. Nfi provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-HNW clients, managing portfolios with a combination of fundamental, technical, and cyclical analysis.
Expertise
Based on NFI, LLC
General retirement planning
College savings (529s, UTMA, etc.)
Annuities
Options & derivatives strategies
Fee options
Fixed fee for financial planning and consulting services, generally $200 to $10,000
0.50% to 1.50% annually based on assets and service type
Minimum fee: $150 minimum annual fee Fee-only: Financial planning and consulting fixed fees ranging generally from $200 to $10,000, negotiable
Location
200 Northpointe Circle, Suite 202
Seven Fields, PA 16046
Most active in
Debra R has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
NFI, LLC
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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