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YOUR SOURCE FINANCIAL, PLC.
YOUR SOURCE FINANCIAL, PLC.
YOUR SOURCE FINANCIAL
PHOENIX, Arizona
·
9 registered advisors
·
CRD# 109409
SEC# 801-62784
0
602-343-1700
01
Firm Overview
AUM
$236M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at YOUR SOURCE FINANCIAL, PLC.
9 registered advisors
Douglas A Cling
PHOENIX, Arizona
CRD# 5761630
Elizabeth L Cling
PHOENIX, Arizona
CRD# 5761639
Eric Downin Metz
SCOTTSDALE, Arizona
CRD# 1293015
Ethan Lock
SCOTTSDALE, Arizona
CRD# 5907495
George Richard Collett
PHOENIX, Arizona
CRD# 2429645
James R Baum
SCOTTSDALE, Arizona
CRD# 5761625
Jeffry William Baum
PHOENIX, Arizona
CRD# 5761615
Raymond John Dimuro
PHOENIX, Arizona
CRD# 3195132
Vance Malinovic
SCOTTSDALE, Arizona
CRD# 5907497
05
Office Locations
PHOENIX, Arizona
5 advisors
SCOTTSDALE, Arizona
4 advisors
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Data sourced from SEC Form ADV filings. YOUR SOURCE FINANCIAL, PLC. (CRD# 109409) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.