Young Park (CRD# 5639897) is an Investment Advisor Representative working at Victrix Investment Advisors in Bethesda, MD and has over 15 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 |
|---|---|---|---|
| Victrix Investment Advisors | Bethesda, MD | Jan 2023 - Current | 1 |
| King Tide Advisors LLC | Palm City, FL | Apr 2022 - Current | 2 |
| Aafmaa Wealth Management & Trust | Bethesda, MD | Apr 2018 - Apr 2022 | 4 |
| Alexis Goines Agency - Allstate | Clarksville, TN | Jan 2018 - Apr 2018 | < 1 |
| Unemployed | Clarksville, TN | Nov 2017 - Dec 2017 | < 1 |
| Fortera Credit Union | Clarksville, TN | Feb 2017 - Oct 2017 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Jan 2015 - Feb 2017 | 2 |
| Jackson National Life Distributors LLC | Franklin, TN | Apr 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MD
- TX
-
Total Assets Under Management181MILLIONS
-
Total Number of Accounts1,060ACCOUNTS
-
Average Account Value$170,362
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, MD, NC, NH, SC, TN, TX, UT, VA
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