Your Financial Coach, Inc.

Your Financial Coach, Inc. (CRD# 152070) is a financial advisory firm headquartered in Mount Clemens, MI. They serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MI, NC, TX

Financial Advisors at Your Financial Coach, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Thomas E. Hatfield
CRD#: 239688
16475 Dallas Parkway, Suite 640, Addison, TX 75001
96
Wealthminder
score

Thomas Hatfield (CRD# 239688) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Addison, TX and has over 17 years of experience in the finance industry. Thomas Hatfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mayo M. Fitzhugh
CRD#: 5585515
112 E. Moore Street, Suite 5, Southport, NC 28451
93
Wealthminder
score

Mayo Fitzhugh (CRD# 5585515) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Southport, NC and has over 7 years of experience in the finance industry.

3
Janet N. Harrington
CRD#: 3066364
222 East Van Buren Street, Suite 703, Harlingen, TX 78550
93
Wealthminder
score

Janet Harrington (CRD# 3066364) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Harlingen, TX and has over 18 years of experience in the finance industry.

4
Thomas E. Hatfield
CRD#: 2868599
16475 Dallas Parkway, Suite 640, Addison, TX 75001
93
Wealthminder
score

Thomas Hatfield (CRD# 2868599) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Addison, TX and has over 19 years of experience in the finance industry.

5
Marc I. Lesser
CRD#: 1885646
Calabasas, CA
93
Wealthminder
score

Marc Lesser (CRD# 1885646) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Calabasas, CA and has over 14 years of experience in the finance industry.

6
Caroline J. Magsaysay
CRD#: 1101243
208 South Lasalle Street, Suite 1320, Chicago, IL 60604
93
Wealthminder
score

Caroline Magsaysay (CRD# 1101243) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Chicago, IL and has over 33 years of experience in the finance industry.

7
William W. Reed
CRD#: 2708571
222 East Van Buren Street, Suite 703, Harlingen, TX 78550
93
Wealthminder
score

William Reed (CRD# 2708571) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Harlingen, TX and has over 20 years of experience in the finance industry.

8
Michael N. Sarcheck
CRD#: 3062808
144 South Main St., Mount Clemens, MI 48043
93
Wealthminder
score

Michael Sarcheck (CRD# 3062808) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Mount Clemens, MI and has over 18 years of experience in the finance industry.

9
Jeffrey C. Furest
CRD#: 1347372
144 South Main St., Mount Clemens, MI 48043
86
Wealthminder
score

Jeffrey Furest (CRD# 1347372) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Mount Clemens, MI and has over 31 years of experience in the finance industry. Jeffrey Furest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Frank P. Orzel
CRD#: 810840
208 South Lasalle Street, Suite 1320, Chicago, IL 60604
81
Wealthminder
score

Frank Orzel (CRD# 810840) is an Investment Advisor Representative working at Your Financial Coach, Inc. in Chicago, IL and has over 33 years of experience in the finance industry.

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