Your Source Financial

Your Source Financial (CRD# 109409) is a financial advisory firm headquartered in Phoenix, AZ. They manage $156,402,134 in 581 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $269,195
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, IL

Financial Advisors at Your Source Financial
Showing 1 - 7 of 7 top financial advisors.
1
Roger Nusbaum
CRD#: 1291942
Prescott, AZ
93
Wealthminder
score

Roger Nusbaum (CRD# 1291942) is an Investment Advisor Representative working at Your Source Financial in Prescott, AZ and has over 27 years of experience in the finance industry.

2
Jay D. Rabins
CRD#: 4216824
1747 E Morten Ave, Suite 305, Phoenix, AZ 85020
93
Wealthminder
score

Jay Rabins (CRD# 4216824) is an Investment Advisor Representative working at Your Source Financial in Phoenix, AZ and has over 17 years of experience in the finance industry.

3
Chad W. Ragland
CRD#: 3132400
Carlsbad, CA
93
Wealthminder
score

Chad Ragland (CRD# 3132400) is an Investment Advisor Representative working at Your Source Financial in Carlsbad, CA and has over 18 years of experience in the finance industry.

4
Rodney A. Smith
CRD#: 1887314
Westminster, CO
90
Wealthminder
score

Rodney Smith (CRD# 1887314) is an Investment Advisor Representative working at Your Source Financial in Westminster, CO and has over 4 years of experience in the finance industry.

5
Marc E. Brock
CRD#: 2656422
1747 E Morten Ave, Suite 305, Phoenix, AZ 85020
83
Wealthminder
score

Marc Brock (CRD# 2656422) is an Investment Advisor Representative working at Your Source Financial in Phoenix, AZ and has over 22 years of experience in the finance industry.

6
George R. Collett
CRD#: 2429645
1747 E Morten Ave, Suite 305, Phoenix, AZ 85020
76
Wealthminder
score

George Collett (CRD# 2429645) is an Investment Advisor Representative working at Your Source Financial in Phoenix, AZ and has over 23 years of experience in the finance industry. George Collett 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.

7
Raymond J. Dimuro
CRD#: 3195132
1747 E Morten Ave, Suite 305, Phoenix, AZ 85020
76
Wealthminder
score

Raymond Dimuro (CRD# 3195132) is an Investment Advisor Representative working at Your Source Financial in Phoenix, AZ and has over 18 years of experience in the finance industry. Raymond Dimuro 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.