Personal Financial Advisors, Inc.

Personal Financial Advisors, Inc. (CRD# 132716) is a financial advisory firm headquartered in Pickerington, OH. They manage $27,471,301 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

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
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Personal Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
David J. Stone
CRD#: 2244599
70 E. Columbus Street, Pickerington, OH 43147

David Stone (CRD# 2244599) is an Investment Advisor Representative working at Personal Financial Advisors, Inc. in Pickerington, OH and has over 24 years of experience in the finance industry. David Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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