Your Choice Financial LLC

Your Choice Financial LLC (CRD# 321169) is a financial advisory firm headquartered in Orlando, FL. They manage $41,037,563 in 119 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
200 E Robinson Street Suite 1120, Orlando, FL 32801
https://www.yc-financial.com/
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $344,853
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, NV, NY, TX, WI

Financial Advisors at Your Choice Financial LLC
Showing 1 - 4 of 4 top financial advisors.
1
Terence Morton, financial advisor Saint Cloud FL
Terence N. Morton
CRD#: 4448218
Saint Cloud, FL

Terence Morton (CRD# 4448218) is an Investment Advisor Representative working at Your Choice Financial LLC in Saint Cloud, FL and has over 22 years of experience in the finance industry.

2
Arthur Zapesochny, financial advisor Boca Raton FL
Arthur Zapesochny
CRD#: 5687803
399 Camino Gardens Blvd, Boca Raton, FL 33432

Arthur Zapesochny (CRD# 5687803) is an Investment Advisor Representative working at Your Choice Financial LLC in Boca Raton, FL and has over 14 years of experience in the finance industry.

3
Stephanie Ethe, financial advisor Saint Cloud FL
Stephanie Ethe
CRD#: 6524876
Saint Cloud, FL

Stephanie Ethe (CRD# 6524876) is an Investment Advisor Representative working at Your Choice Financial LLC in Saint Cloud, FL and has over 8 years of experience in the finance industry.

4
John San Filippo, financial advisor Saint Cloud FL
John P. San Filippo
CRD#: 5579704
Saint Cloud, FL

John San Filippo (CRD# 5579704) is an Investment Advisor Representative working at Your Choice Financial LLC in Saint Cloud, FL and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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