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William Phillip Ratcliff

REBEL FINANCIAL, LLC.·GROVEPORT, Ohio
Series 7, Series 66Clean record22 years registeredREBEL FINANCIAL, LLC.
5940 CLYDE MOORE DR, SUITE C, GROVEPORT, OH 43125CRD# 4716667Firm CRD# 168263

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Phillip Ratcliff · GROVEPORT, OH
Registration
CRD #4716667 · REBEL FINANCIAL, LLC. · 22 years registered
Brand Profile
Not yet started
01

Career History

REBEL FINANCIAL, LLC
Aug 2013 – present
AXA ADVISORS, LLC
May 2006 – Sep 2013
GAHANNA, OH
AMERIPRISE FINANCIAL SERVICES, INC.
Dec 2003 – Sep 2005
DUBLIN, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · December 17, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REBEL FINANCIAL, LLC.
CRD 168263 · SEC 801-118009
AUM
$281M
Regulatory assets under management
Employees
5
1,660 client accounts
Services offered by REBEL FINANCIAL, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at REBEL FINANCIAL, LLC. →
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05

Frequently Asked Questions

What services does William Phillip Ratcliff offer?
William Phillip Ratcliff specializes in Financial Planning, Investment Management. Contact their office in GROVEPORT, Ohio for a consultation.
What are William Phillip Ratcliff's credentials?
William Phillip Ratcliff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Phillip Ratcliff located?
William Phillip Ratcliff is based in GROVEPORT, Ohio, working with REBEL FINANCIAL, LLC.. Their office serves clients in the GROVEPORT metropolitan area and surrounding communities.
How does William Phillip Ratcliff charge for services?
William Phillip Ratcliff's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: a percentage of net worth under management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REBEL FINANCIAL, LLC.?
REBEL FINANCIAL, LLC. has approximately 5 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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Research
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