Julie Young, financial advisor Austin TX
93 score

Julie Young

CRD Number: 4512465
Current Firm: Charles Schwab & Company, Inc.

Julie Young (CRD# 4512465) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Austin, TX Sep 2009 - Current 7
Charles Schwab Bank Austin, TX Sep 2009 - Aug 2011 1
First Allied Securities, Inc. Round Rock, TX Apr 2008 - Sep 2009 1
Tfc Financial Management Boston, MA Nov 2007 - Mar 2008 < 1
Fidelity Investments Framingham, MA Feb 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Julie Z. Young
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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