Shehara Wooten (CRD# 4501111) is an Investment Advisor Representative working at Your Story Financial, LLC in Fairborn, OH and has over 21 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Your Story Financial, LLC | Plano, TX | Jul 2016 - Current | 7 |
| Edward Jones | St. Louis, MO | Jun 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- AZ
- FL
- OH
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts99ACCOUNTS
-
Average Account Value$59,266
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, FL, OH, TX
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