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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2007
- Office Locations
- 1
Office Locations
About Your Choice Financial, LLC
Choice Financial Services (Your Choice Financial, LLC) is an independent, planning-focused firm that leads with client education and presents options rather than one-size-fits-all advice. The team builds highly customized financial and investment plans for pre-retirees and retirees as well as young families, federal employees, medical professionals, business owners, executives, and high-net-worth families nationwide, with capabilities spanning retirement planning, insurance, and estate planning and a focus on asset allocation and risk management.
Team overview
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Owner & Executives
RICHARD JOSEPH BRANCHAUD
PRINCIPAL
- CRD
- #4496942
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $732,738 | -- |
| Total | $732,738 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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