Your Richest Life
Your Richest Life (CRD# 171609) is a financial advisory firm headquartered in Garland, TX. They manage $2,925,968 in 12 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$243,831
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Katie Brewer (CRD# 4841855) is an Investment Advisor Representative working at Your Richest Life in Rowlett, TX and has over 13 years of experience in the finance industry. Katie Brewer 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.