Shehara Lynn Wooten
Investment adviser representative at Equita Financial Network, Inc.
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$391MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Equita Financial Network, Inc.Jun 2024 to now
- Your Story Financial Academy, LLCMay 2019 to now
- Your Story Financial, LLCJul 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (AZ, FL, OH, TX).
Equita Financial Network, Inc.
$391MAssets managed
434Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4501111
- Firm CRD
- 277031