Your Story Financial, LLC
Your Story Financial, LLC (CRD# 284009) is a financial advisory firm headquartered in Phoenix, AZ. They manage $1,572,513 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts56ACCOUNTS
Average Account Value$28,081
- 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
Shehara Smallwood (CRD# 4501111) is an Investment Advisor Representative working at Your Story Financial, LLC in Orlando, FL and has over 15 years of experience in the finance industry.