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70 E. Columbus Street, Pickerington, OH 43147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-12-09 |
| OH | RA | APPROVED | 2009-10-30 |
Branch Locations
70 E. Columbus Street, Pickerington, OH 43147 • United States
70 East Columbus Street, Pickerington, OH 43147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Pickerington | OH | 01/1998 | Present |
| Brecek & Young Advisors, Inc | Folsom | CA | 03/2001 | Present |
| Personal Financial Advisors | Pickerington | OH | 09/2004 | Present |
-PERSONAL FINANCIAL ADVISORS, INC. -IT IS INVESTMENT RELATED - 70 EAST COMUMBUS ST, PICKERINGTON, OHIO 43147 -FINANCIAL PLANNING -FINANCIAL PLANNER - PRESIDENT - STATED 1/1/98 TO PRESENT - 50 HOURS PER WEEK - 40 HOURS PER WEEK - I HELP PEOPLE MAKE SMART CHOICES WITH THEIR MONEY SO THEY CAN ENJOY THE QUALITY OF LIFE THEY EVISOION FOR THEMSELVES. I FIND OUT WHATS IMPORTANT TO MY CLIENTS, WHAT THEIR GOALS ARE, AND REVIEW THEIR CURRENT FINANCIAL SITUATION. THEN THEY PAY ME A $1,500 FEE TO CREATE A FINANCIAL PLAN WHICH THEY ARE TO IMPLEMENT IMMEDIATELY. EVERY YEAR WE REVIEW THEIR FINANCIAL PLAN AND MAKE ADJUSTMENTS ACCORDINGLY. THROUGHOUT THE YEAR I SERVICE THEIR ACCOUNTS AND CONCERNS AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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