Armistead Young (CRD# 6210934) is an Investment Advisor Representative working at Cary Street Partners in Arlington, VA and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cary Street Partners Investment Advisory LLC | Arlington, VA | Jul 2022 - Current | 1 |
Dixon, Hubard, Feinour & Brown, Inc. | Roanoke, VA | Oct 2021 - Current | 2 |
Old Dominion Capital Management | Charlottesville, VA | Jul 2019 - Oct 2021 | 2 |
Highland Associates | Birmingham, AL | Jun 2017 - Jun 2019 | 2 |
Student/minor | Richmond, VA | Aug 1999 - Jun 2017 | 17 |
Highland Associates | Birmingham, AL | Jan 2017 - Apr 2017 | < 1 |
Highland Associates | Birmingham, AL | Jun 2016 - Aug 2016 | < 1 |
Rainbow Trout Ranch | Antonito, CO | May 2015 - Aug 2015 | < 1 |
Blue Ridge Capital Management | Richmond, VA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- VA
-
Total Assets Under Management6,977MILLIONS
-
Total Number of Accounts12,547ACCOUNTS
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Average Account Value$556,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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