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William Phillip Ratcliff

Rebel Financial, LLC

Groveport, OH

CRD 4716667

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Employer firm

Rebel Financial, LLC CRD 168263

$370M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Rebel Financial, Llc

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-08
NC RA APPROVED 2022-03-07
TX RA APPROVED_RES 2020-07-20
WV RA APPROVED 2017-02-02
OH RA APPROVED 2013-08-27
  • CA RA
    APPROVED
    Since 2022-03-08
  • NC RA
    APPROVED
    Since 2022-03-07
  • TX RA
    APPROVED_RES
    Since 2020-07-20
  • WV RA
    APPROVED
    Since 2017-02-02
  • OH RA
    APPROVED
    Since 2013-08-27

Branch Locations

5940 Clyde Moore Dr, Suite C, Groveport, OH 43125 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 05/2006 Present
Rebel Financial Llc Gahanna OH 08/2013 Present
  • 05/2006 → Present
    Axa Advisors, Llc
    New York, NY
  • 08/2013 → Present
    Rebel Financial Llc
    Gahanna, OH
Previous Registrations
Other Businesses

1. VARIOUS OUTSIDE INSURANCE BROKERAGE CONTRACTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-22
  • S66 Uniform Combined State Law Examination
    2006-06-22
Other Names
  • W Phil Ratcliff
  • Phil Ratcliff

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC

Nearby Investors

ANTHONY RAINER JONES
Case Richard Belger
Barry Kenneth Jamieson

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, OH
PNC WEALTH MANAGEMENT LLC · CANAL WINCHESTER, OH
J.P. MORGAN SECURITIES LLC · CANAL WINCHESTER, OH

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