Your Capital Financial, LLC
Your Capital Financial, LLC (CRD# 307377) is a financial advisory firm headquartered in Winston Salem, NC. They manage $32,214,000 in 228 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Your Capital Financial, LLC
By the Numbers
-
Total Assets Under Management32MILLION
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Total Number of Accounts228ACCOUNTS
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Average Account Value$141,289
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Your Capital Financial, LLC
1
Raymond Walsh (CRD# 6387111) is an Investment Advisor Representative working at Your Capital Financial, LLC in Winston Salem, NC and has over 9 years of experience in the finance industry.
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