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W. Phil + Ratcliff - Financial Advisor in Gahanna, OH

Paladin Research Report For:

W. Phil Ratcliff

Rebel Financial

CFP® ChFC® CLU® AIF®
540 Officenter Place
Suite 286
Gahanna, OH 43230
614-441-9605
Visit Website
https://rebelfinancial.com/

About W. Phil Ratcliff

rebel Financial is a truly independent Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial.

See Disclosures

General Information

Firm Start Year
  • 1923
CRD#
  • 4716667
Firm CRD#
  • 168263
Insurance License#
  • 643365
Name of Custodial Firm
  • TD Ameritrade, Schwab, TIAA CREF
Years of Experience in Financial Services
  • 18
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Financial Planning, Retirement Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Financial Planning for Individuals, Financial Planning for Individuals, Legal Advice and Services, Education Funding and Planning

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, ChFC®, AIF®, CLU®

Firm Information

Advisor's Number of Clients
  • 290

Compensation and Fees

Compensation Methods
  • Based on Assets, Flat Fee

Education

BA -
  • The Ohio State University
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1886662/paladinregistry-rebel-financial-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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