Alyssa Young (CRD# 7340668) is an Investment Advisor Representative working at Mtm Financial Group, LLC in Bethlehem, PA and has over 2 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Mtm Financial Group, LLC | Bethlehem, PA | Feb 2021 - Current | 3 |
| Mtm Financial Group | Bethlehem, PA | Feb 2021 - Current | 3 |
| Kickcharge Creative | Washington, NJ | May 2015 - Jan 2021 | 5 |
| Lehigh Valley Health Network | Allentown, PA | Mar 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- PA
-
Total Assets Under Management488MILLIONS
-
Total Number of Accounts2,788ACCOUNTS
-
Average Account Value$175,114
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, FL, NC, NJ, PA, TX, VA
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