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
70 E. Columbus Street, Pickerington, OH 43147
https://www.facebook.com/personal-financial-advisors-inc-307499449280671/
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    379
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Personal Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Stone, financial advisor Pickerington OH
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 31 years of experience in the finance industry.

2
Laura Wall, financial advisor Pickerington OH
Laura A. Wall
CRD#: 6880024
70 E. Columbus Street, Pickerington, OH 43147

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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