Margaret Youch, financial advisor Bellevue WA
93 score

Margaret Youch

CRD Number: 1439919
Current Firm: Ameriprise Financial Services, Inc.

Margaret Youch (CRD# 1439919) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Bellevue, WA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Bellevue, WA Jun 2014 - Current 2
Private Client Services LLC Louisville, KY Jan 2014 - Jun 2014 < 1
Appropriate Balance Financial Services Bellevue, WA Oct 1984 - Jun 2014 29
Pacific West Securities, Inc. Renton, WA Sep 1990 - Oct 2013 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Margaret H. Youch
Phone Number: 612-671-3131
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, 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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