Debra Marcy Reda-cappos

Momentum Independent Network INC.

40 Years of Experience

3 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Momentum Independent Network INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

135 advisors

Number of Clients

1,916 clients

Average Client Portfolio

$698K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$30K

Financial Planning:Investment management only

Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2024

Denied

Customer Dispute

July 2009

Denied

Customer Dispute

May 2001

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Debra is a board member of the Agricultural Committee for Morrison Estates HOA since 2019, dedicating minimal time. She also works as a CDFA consultant for post-divorce settlements, spending a few days annually on this.