David Young (CRD# 2962450) is an Investment Advisor Representative working at Advisor Resource Council in Anna, TX and has over 26 years of experience in the finance industry.
CRD# 5959695
Fisher Investments
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 6741461
Beacon Financial Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisor Resource Council (formerly: 360 Wealth Management, Llc) | Melissa, TX | Jun 2012 - Current | 11 |
| Lpl Financial LLC | Melissa, TX | Sep 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
- TX
-
Total Assets Under Management2,453MILLIONS
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Total Number of Accounts12,244ACCOUNTS
-
Average Account Value$200,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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