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).
-
Total Assets Under Management156MILLION
-
Total Number of Accounts581ACCOUNTS
-
Average Account Value$269,195
- 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
AZ, CA, IL
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.
Jay Rabins (CRD# 4216824) is an Investment Advisor Representative working at Your Source Financial in Phoenix, AZ and has over 16 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 18 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 4 years 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 21 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 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.
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.