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Columbus Financial Advisors
Columbus Financial Group, Inc.
8425 Pulsar Pl Suite 450
Columbus, OH 43240
(614) 515-4289
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“Team Leader: Ryan Puckett”
Advisor Profile
Name: Paul Vineis
Phone Number: (614) 515-4289
Website: Visit Website
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Business Description

Comprehensive Financial Services firm that helps you retain the wealth that you have worked to create. Additionally we help you to create more wealth in the most efficient way possible.
 

General Information

Gender:    Male
CRD#:    813458
Name of Broker/Dealer:    Park Avenue Securities
States Licensed in:    OH, IN, PA, IL, FL, NY, NT
States Willing to do Business in:    OH, IN, PA, IL, FL, CO, KY, NY, NT
Years of Experience in Financial Services:    33
Number of Years with Current Firm:    24
Work Experience:    Through a team of individuals we take a comprehensive financial approach to reviewing your private economy. We help our clients with retirement planning, education planning, money management. When looking at your picture we have to address your assets, your liabilities, the cashflow, and even your insurances.

The Team Leader that will be guiding you through your questions will be Ryan Puckett.
I work with the following types of clients:    Businesses, Individual Investors, Affluents
 

Services

Investment Types:    Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Managed Money, Stocks, Bonds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified in Long-Term Care (CLTC), Chartered Life Underwriter (CLUŽ), Life Underwriter Training Council Fellow (LUTCF)
Securities Licenses:    Series 63, Series 6, Series 7, Series 24, Series 26
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Disability, Health, Life, Annuity
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    7000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    50000
Compensation Methods:    Based on Assets, Commissions
 
 
 
Prepared By: Paul Vineis
Most Recent Update: 12/01/2008