Shehara L. Wooten
EQUITA FINANCIAL NETWORK
Fairborn, OH
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CRD#: 4501111
Professional summary
Shehara Lynn Wooten, CFP®, who also goes by Shehara L Smallwood, Sher Smallwood, Shehara Lynn Smallwood, is a registered financial advisor currently at EQUITA FINANCIAL NETWORK, INC. located in Fairborn, Ohio.
Shehara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Shehara has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 26 exams.
Biography
Your Story Financial, LLC was born, because we believe everyone deserves to have access to quality financial advice regardless of age or amount of accumulated assets. Furthermore, as a fee-only fiduciary registered investment adviser, we are not compensated via commissions, which allows us to truly put the clients' best interests first.
We know that everyone has a financial success story they want to create. If you look at your financial story as a book, imagine the last chapter in that book. What would we read? How does that look? Your Story Financial helps you get started at chapter one. We help you "write" each chapter of your financial success story, one chapter at a time.
Your Story Financial is also a member of NAPFA, National Association of Personal Financial Advisors. NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Your Story Financial is a boutique firm located in sunny Orlando, FL. We offer financial planning and investment management services to STEM Professionals, virtually, which means you can live anywhere in the country and get your financial planning and investment management services needs met. Let's connect for a Complimentary 30 Minute Introductory Meeting to uncover your financial story and goals.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Shehara L Smallwood | Sher Smallwood | Shehara Lynn Smallwood
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Your Story Financial Academy, LLC; not investment related; Columbus, OH; Financial Empowerment and Education; Owner; 60 hrs/month with 40/hrs a month during trading hours; Scheduling meeting, Educating on Financial Literacy, Workshops, Online Course
CRS (Client Relationship Summary) - RIA
Click below to view Shehara Lynn Wooten's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
June 24, 2024 - Present
EQUITA FINANCIAL NETWORK, INC.
RIA
CRD#: 277031
Fairborn, OH
Past
July 14, 2016 - November 19, 2024
YOUR STORY FINANCIAL, LLC
RIA
CRD#: 284009
FAIRBORN, OH
Past
June 15, 2009 - July 6, 2016
EDWARD JONES
BD
CRD#: 250
PHOENIX, AZ
Past
September 10, 2004 - March 27, 2009
DIRECTED SERVICES LLC
BD
CRD#: 21675
PHOENIX, AZ
Past
September 12, 2002 - February 25, 2003
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
BALA CYNWYD, PA
Past
August 13, 2002 - February 25, 2003
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EF
EQUITA FINANCIAL NETWORK, INC.
ABEONA WEALTH, LLC | YOUR STORY FINANCIAL, LLC | WHITE ALLIUM WEALTH ADVISORS LLC | WEALTHCHOICE, LLC | VISIBLE WEALTH PLANNING, LLC | TRUMAN WEALTH ADVISORS | NEXT STEP FINANCIAL, LLC | MOUNTAIN WEALTH PLANNING, LLC | MODERN FAMILY FINANCE, LLC | METHOD FINANCIAL PLANNING, LLC | METHOD FINANCIAL PLANNING, INC. | FEATHERED PADDLE WEALTH PARTNERS | EQUITA FINANCIAL NETWORK, INC. | EQUILA FINANCIAL, LLC | ASTRAEA WEALTH MANAGEMENT, LLC | AEGLEWEALTH, LLC
CRD#: 277031 / SEC#: 801-120628
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Alabama
Registered Investment Advisory firm - (3/26/2021 Terminated)California
Registered Investment Advisory firm - (4/25/2021 Terminated)Georgia
Registered Investment Advisory firm - (4/21/2021 Terminated)Minnesota
Registered Investment Advisory firm - (4/27/2021 Terminated)Missouri
Registered Investment Advisory firm - (3/26/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)Tennessee
Registered Investment Advisory firm - (4/19/2021 Terminated)Texas
Registered Investment Advisory firm - (3/26/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(7/10/2024)
IAR
Florida(7/2/2024)
IAR
Ohio(6/25/2024)
IAR
Texas(6/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
EF
EQUITA FINANCIAL NETWORK, INC.
ABEONA WEALTH, LLC | YOUR STORY FINANCIAL, LLC | WHITE ALLIUM WEALTH ADVISORS LLC | WEALTHCHOICE, LLC | VISIBLE WEALTH PLANNING, LLC | TRUMAN WEALTH ADVISORS | NEXT STEP FINANCIAL, LLC | MOUNTAIN WEALTH PLANNING, LLC | MODERN FAMILY FINANCE, LLC | METHOD FINANCIAL PLANNING, LLC | METHOD FINANCIAL PLANNING, INC. | FEATHERED PADDLE WEALTH PARTNERS | EQUITA FINANCIAL NETWORK, INC. | EQUILA FINANCIAL, LLC | ASTRAEA WEALTH MANAGEMENT, LLC | AEGLEWEALTH, LLC
CRD#: 277031 / SEC#: 801-120628
RIA
Registered Investment Advisory firm - (3/26/2021 Approved)Alabama
Registered Investment Advisory firm - (3/26/2021 Terminated)California
Registered Investment Advisory firm - (4/25/2021 Terminated)Georgia
Registered Investment Advisory firm - (4/21/2021 Terminated)Minnesota
Registered Investment Advisory firm - (4/27/2021 Terminated)Missouri
Registered Investment Advisory firm - (3/26/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)Tennessee
Registered Investment Advisory firm - (4/19/2021 Terminated)Texas
Registered Investment Advisory firm - (3/26/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Office Center Drive Suite 400, Fort Washington, PA 19034
Mailing Address
500 Office Center Drive Suite 400, Fort Washington, PA 19034
Phone number
(800) 604-0176
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,476 |
| AUM (Assets Under Management) | $ 412,310,129 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
