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

Paladin Research Report For:

W. Phil Ratcliff

Rebel Financial

540 Officenter Place
Suite 286
Gahanna, OH 43230
614-441-9605

General Information

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
  • Businesses, Individual Investors
Advisory Services Provided
  • Retirement Planning, 401K Rollovers, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Legal Advice and Services, Financial Advice & Consulting

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
    -

BASIC INFORMATION NEEDED FOR THE INQUIRY