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Shehara Lynn Wooten

Equita Financial Network, Inc.

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About Shehara Lynn Wooten

Shehara Lynn Wooten is a financial advisor with Equita Financial Network, Inc. She has been in the industry for over 15 years. Shehara specializes in providing financial planning and portfolio management services to individuals and high-net-worth clients. She is also a registered investment advisor with Your Story Financial, LLC and has experience working with various financial institutions including Edward Jones and Directed Services LLC. Shehara is a Certified Financial Planner and holds Series 65, 66, 7, 26 and SIE licenses.

Firm Information

Shehara Wooten is currently registered with Equita Financial Network, Inc.. Equita Financial Network, Inc. is an investment advisory firm headquartered in FORT WASHINGTON, PA. The firm provides financial planning, selection of other advisers, and portfolio management for individuals. Equita Financial Network, Inc. manages approximately $283,061,181 in client assets. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.
Equita Financial Network, Inc.

500 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$283.06M

Assets Under Management

62

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Shehara Wooten’s Registration & Firm History

OH

06/24/2024 - Present

Equita Financial Network, Inc. (Fairborn OH)

AZ

06/15/2009 - 07/06/2016

EDWARD JONES (PHOENIX AZ)

AZ

09/10/2004 - 03/27/2009

DIRECTED SERVICES LLC (PHOENIX AZ)

NY

08/13/2002 - 02/25/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/06/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shehara Lynn Wooten.
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