Donna Young, financial advisor Bethlehem PA
93 score

Donna Young

CRD Number: 1443678
Current Firm: Valley National Advisers Inc.

Donna Young (CRD# 1443678) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Valley National Investments, Inc. Bethlehem, PA Jan 1989 - Current 27
Valley National Group Inc. Bethlehem, PA Jan 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
Contact Info for Donna M. Young
Phone Number: 610-868-9000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    608
    MILLIONS
  • Total Number of Accounts
    3,354
    ACCOUNTS
  • Average Account Value
    $181,285
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
Types of Clients
Registered States

FL, GA, MD, NH, NJ, NY, PA, SC, TX, VA

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

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