Your Story Financial, LLC

Your Story Financial, LLC (CRD# 284009) is a financial advisory firm headquartered in Phoenix, AZ. They manage $5,867,287 in 99 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $59,266
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, OH, TX

Financial Advisors at Your Story Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shehara L. Wooten
CRD#: 4501111
Fairborn, OH

Shehara Wooten (CRD# 4501111) is an Investment Advisor Representative working at Your Story Financial, LLC in Fairborn, OH and has over 21 years of experience in the finance industry.

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