Rebel Financial, LLC
Rebel Financial, LLC (CRD# 168263) is a financial advisory firm headquartered in Gahanna, OH. They manage $70,241,837 in 257 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management70MILLION
Total Number of Accounts257ACCOUNTS
Average Account Value$273,315
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Phil is the founder and president of rebel Financial,an independent, fee-only financial planning firm in Columbus, OH that serves clients nationwide.
Originally from Huntington, West Virginia, Phil currently lives in Columbus, Ohio, and is married to Stephanie Ratcliff; a nurse at Nationwide Children’s Hospital. Phil and Stephanie have four beautiful children (below,left).
Phil attended the United States Military Academy at West Point and also served in the U.S. Army for over 7 years before deciding to pursue a business career. Phil graduated from OSU with a B.A in histrory with a minor in computer science and then pursued an M.B.A. from Webster University
Phil has been a financial advisor for over 12 years. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.
Phil’s professional education and certifications include:
- Investment Advisor Representative for rebel Financial LLC
- B.A. in History from The Ohio State University
- Chartered Financial Consultant (ChFC®)
- Certified Financial Planner (CFP®)
- Chartered Life Underwriter (CLU®)
Anthony Jones (CRD# 4878941) is an Investment Advisor Representative working at Rebel Financial, LLC in Gahanna, OH and has over 3 years of experience in the finance industry.