Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
429 clients
Average Client Portfolio
$732K average
Assets Under Management
$314.0M
Fee Structure
Minimum Investment:None
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Location
5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William has various outside insurance brokerage contracts. This activity is investment-related.
Employment History
Current Registrations
Rebel Financial, LLC
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
AXA Advisors, LLC
May 2006 - September 2013 · 7 yrs 4 mos
Ameriprise Financial Services, INC.
December 2003 - September 2005 · 1 yr 9 mos
State Registrations5 states
CANCOHTXWV
Advisor
Exams
No exam information available for this advisor.
Additional Information
rebel Financial LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its"Firm Brochure (Form ADV, Part 2A)."