Rebel Financial, LLC

Rebel Financial, LLC (CRD# 168263) is a financial advisory firm headquartered in Groveport, OH. They manage $248,504,284 in 483 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $514,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, NE, NH, OH, PA, TX, WV

Financial Advisors at Rebel Financial, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan P. Bailey
CRD#: 6637043
5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

Jonathan Bailey (CRD# 6637043) is an Investment Advisor Representative working at Rebel Financial, LLC in Groveport, OH and has over 5 years of experience in the finance industry.

2
Barry K. Jamieson
CRD#: 6663647
5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

Barry Jamieson (CRD# 6663647) is an Investment Advisor Representative working at Rebel Financial, LLC in Groveport, OH and has over 9 years of experience in the finance industry. Barry Jamieson 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.

3
Anthony R. Jones
CRD#: 4878941
5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

Anthony Jones (CRD# 4878941) is an Investment Advisor Representative working at Rebel Financial, LLC in Gahanna, OH and has over 13 years of experience in the finance industry.

4
Christina M. Povenmire
CRD#: 2447116
5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

Christina Povenmire (CRD# 2447116) is an Investment Advisor Representative working at Rebel Financial, LLC in Groveport, OH and has over 16 years of experience in the finance industry. Christina Povenmire 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.

5
W. Phil Ratcliff
CRD#: 4716667
5940 Clyde Moore Dr, Suite C, Groveport, OH 43125

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®)

http://rebelfinancial.com

and 

http://columbusfinancialadvisor.com

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