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).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts99ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, OH, TX
Financial Advisors at Your Story Financial, LLC
1
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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