YOUR Source Financial PLC
Legal Name: YOUR SOURCE FINANCIAL, PLC.
1747 E MORTEN AVE, SUITE 305, PHOENIX, AZ
602-343-1700
http://www.ysfi.com
Frequently Asked Questions (FAQ)
Full Contact Details
YOUR Source Financial PLC
1747 E MORTEN AVE, SUITE 305, PHOENIX, AZ
602-343-1700
Other Info
YOUR SOURCE FINANCIAL, PLC. is a legally registered AZ Limited Liability Company with 7 employees, out of which 6 are advisors, catering to 261 clients. According to the latest SEC filing, the firm's registration status is Approved, dating back to Feb 13, 2004.
Your Source Financial - Nurture Your Wealth Investment
Your Source Financial takes a long-term approach to investment relying on realistic expectations, diversification of assets and proprietary research.
Direct Owners
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GEORGE RICHARD COLLETT
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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MOUNT WHITNEY INVESTMENTS, L.L.C.
MEMBER owns more than 10% but less than 25%
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RAYMOND JOHN DIMURO
MEMBER owns more than 25% but less than 50%
Indirect Owners
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JEFFRY WILLIAM BAUM
MEMBER owns more than 50% but less than 75%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
TD AMERITRADE, INC.
United States -
UBS FINANCIAL SERVICES INC.
United States