Personal Financial Advisors, Inc.
Personal Financial Advisors, Inc. (CRD# 132716) is a financial advisory firm headquartered in Pickerington, OH. They manage $58,647,466 in 379 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management59MILLION
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Total Number of Accounts379ACCOUNTS
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Average Account Value$154,743
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Personal Financial Advisors, Inc.
1
David Stone (CRD# 2244599) is an Investment Advisor Representative working at Personal Financial Advisors, Inc. in Pickerington, OH and has over 31 years of experience in the finance industry.
2
Laura Wall (CRD# 6880024) is an Investment Advisor Representative working at Personal Financial Advisors, Inc. in Pickerington, OH and has 1 year of experience in the finance industry.
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