James BeendersCRD Number: 2402877
Current Firm: Youngs Advisory Group, Inc.
James Beenders (CRD# 2402877) is an Investment Advisor Representative working at Youngs Advisory Group, Inc. in Bethlehem, PA and has over 28 years of experience in the finance industry. James Beenders has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Hamilton-bates Investment Research, Inc.
Weyhill Investment Counsel, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Youngs Advisory Group, Inc.||Bethlehem, PA||Jan 2022 - Current||< 1|
|Youngs Advisory Group, Inc.||Bethlehem, PA||Jan 2007 - Jan 2022||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1993|
Total Assets Under Management588MILLIONS
Total Number of Accounts964ACCOUNTS
Average Account Value$609,704
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, FL, GA, MA, MD, NC, NH, NJ, NY, PA, TX
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