Consolidated Financial

Consolidated Financial (CRD# 119695) is a financial advisory firm headquartered in Dublin, OH. They manage $441,210,106 in 1,348 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    441
    MILLION
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $327,307
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX, WV

Financial Advisors at Consolidated Financial
Showing 1 - 3 of 3 top financial advisors.
1
Edward S. Bell
CRD#: 2589174
5850 Venture Dr, Suite A, Dublin, OH 43017

Edward Bell (CRD# 2589174) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 28 years of experience in the finance industry.

2
Jeffrey R. Bell
CRD#: 4197924
5850 Venture Dr, Suite A, Dublin, OH 43017

Jeffrey Bell (CRD# 4197924) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 23 years of experience in the finance industry.

3
Andrew T. Roseberry
CRD#: 2589166
5850 Venture Dr, Suite A, Dublin, OH 43017

Andrew Roseberry (CRD# 2589166) is an Investment Advisor Representative working at Consolidated Financial in Dublin, OH and has over 28 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.