Christopher D Rule

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 07/2021
  Wealthstone Inc.
  Columbus, OH
• 07/2021 → Present
  Sequoia Financial Group Llc
  Columbus, OH
• 07/2021 → Present
  Sequoia Financial Advisors Llc
  Columbus, OH

Previous Registrations

• 2018-04-26 → 2021-12-31
  Wealthstone Advisors
  Columbus, OH

Designations

• Certified Financial Planner

Other Names

• Christopher Don Melvin Rule
• Christopher Rule