Celia Rafalko, financial advisor Glen Allen VA
93 score

Celia Rafalko

CRD Number: 3186106
Current Firm: Rafalko Advisors, Inc.

Celia Rafalko (CRD# 3186106) is an Investment Advisor Representative working at Rafalko Advisors, Inc. in Glen Allen, VA and has over 15 years of experience in the finance industry.

Similar Advisors
Robert Freeman, financial advisor Glen Allen VA
Robert M. Freeman
CRD# 2788977
Morse Capital Partners, LLC
Similar Advisors
William Keeney, financial advisor Glen Allen VA
William A. Keeney
CRD# 6053833
Hornor, Townsend & Kent, Inc.
Similar Advisors
Charles Roberts, financial advisor Glen Allen VA
Charles R. Roberts
CRD# 846282
Financial Freedom Planners
Company Name Location Dates Years
Piedmont Independent Fiduciaries Glen Allen, VA Jun 2011 - Current 6
Rafalko Investment Advisory Manakin Sabot, VA Jul 2009 - Current 8
Gregory, Zent & Swanson Fort Wayne, IN Feb 2012 - Jun 2012 < 1
Capitol Securities Glen Allen, VA Sep 2009 - Mar 2010 < 1
Unemployed Manakin Sabot, VA Jan 2009 - Jul 2009 < 1
Wachovia Securities, LLC Richmond, VA Jun 2003 - Jan 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Celia A. Rafalko
Phone Number: 800-767-8772
Firm Website: http://www.pif401k.com
Registered State(s):
  • MD
  • VA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Celia Rafalko and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.