LW
Laura A. Wall
PERSONAL FINANCIAL ADVISORS
Pickerington, OH 43147
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CRD#: 6880024
LW
Professional summary
Laura Arlene Wall, CFP® is a registered financial advisor currently at PERSONAL FINANCIAL ADVISORS, INC. located in Pickerington, Ohio.
Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Laura has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Laura Arlene Wall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 8, 2017 - Present
PERSONAL FINANCIAL ADVISORS, INC.
Office #1: 70 E. Columbus Street, Pickerington, OH 43147RIA
CRD#: 132716
Pickerington, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(11/8/2017)
Exams
Current Firm
PF
PERSONAL FINANCIAL ADVISORS, INC.
PERSONAL FINANCIAL ADVISORS, INC.
CRD#: 132716 / SEC#:
Ohio
Registered Investment Advisory firm - (9/15/2004 Approved)Texas
Registered Investment Advisory firm - (12/9/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
70 E. Columbus Street, Pickerington, OH 43147
Mailing Address
Phone number
(614) 837-7000
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 68,070,238 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
