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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $28,081
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, TX

Financial Advisors at Your Story Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shehara L. Smallwood
CRD#: 4501111
Orlando, FL
93
Wealthminder
score

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.

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