Your Source Financial
Your Source Financial (CRD# 109409) is a financial advisory firm headquartered in Phoenix, AZ. They manage $278,631,639 in 563 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management279MILLION
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Total Number of Accounts563ACCOUNTS
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Average Account Value$494,905
- 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, TX
Marc Brock (CRD# 2656422) is an Investment Advisor Representative working at Your Source Financial in Phoenix, AZ and has over 25 years of experience in the finance industry.
George Collett (CRD# 2429645) is an Investment Advisor Representative working at Your Source Financial in Phoenix, AZ and has over 26 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 21 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 30 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 20 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 7 years of experience in the finance industry.