John
Britton

Personal Choice Financial Advisors, LLC

CRD#725753
Investment Advisor
in Cincinnati, OH

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About this Advisor

John Britton is a financial advisor who works out of Cincinnati, Ohio with 20 years of relevant experience. Britton is on the advisory team at Personal Choice Financial Advisors, LLC. They have been with Personal Choice Financial Advisors, Llc for the entirety of their career. Britton maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida, Kentucky, Ohio and Texas. Personal Choice Financial Advisors, LLC is a financial advisory company operating out of Cincinnati, OH. It oversees $130 million in assets among its 435 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 435 client accounts, 49% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Personal Choice Financial Advisors, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. However, fees charged by Personal Choice Financial Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4555 Lake Forest Drive 650 Westlake Center
Cincinnati, OH 45242

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Personal Choice Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$129,903,056

OH Average: $2,106,341,625
Total Number of Employees

7

OH Average: 34
Total Number of Accounts

435

OH Average: 1,972
Average Account Size

$298,628

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Britton Work History

John has been registered as a financial advisor for 20 years.*

2002 - Present (22 years)

Personal Choice Financial Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Britton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Personal Choice Financial Advisors, LLC

Benjamin Dobler
Cincinnati, OH
Robert Hansen
Cincinnati, OH
Sharon Miller
Cincinnati, OH
Christopher Hansen
Cincinnati, OH
John Britton
Cincinnati, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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