Your Source Financial
Your Source Financial (CRD# 109409) is a financial advisory firm headquartered in Phoenix, AZ. They manage $187,635,883 in 581 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management188MILLION
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Total Number of Accounts581ACCOUNTS
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Average Account Value$322,953
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IL
George Collett (CRD# 2429645) is an Investment Advisor Representative working at Your Source Financial in Phoenix, AZ and has over 24 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.
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.
Roger Nusbaum (CRD# 1291942) is an Investment Advisor Representative working at Your Source Financial in Prescott, AZ and has over 28 years of experience in the finance industry.
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.
Chad Ragland (CRD# 3132400) is an Investment Advisor Representative working at Your Source Financial in Carlsbad, CA and has over 19 years of experience in the finance industry.
Rodney Smith (CRD# 1887314) is an Investment Advisor Representative working at Your Source Financial in Westminster, CO and has over 5 years of experience in the finance industry.
James Lindell (CRD# 6694968) is an Investment Advisor Representative working at Your Source Financial in Sarasota, FL and has 1 year of experience in the finance industry.
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.