Rodman Young, financial advisor Bethlehem PA
90 score

Rodman Young

CRD Number: 4463184
Current Firm: Valley National Advisers Inc.

Rodman Young (CRD# 4463184) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has 1 year of experience in the finance industry. Rodman Young 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.

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Professional Designations
Company Name Location Dates Years
Valley National Group, Inc. Bethlehem, PA Oct 2008 - Current 8
Andesa Investment Solutions, Inc. Allentown, PA Jun 2004 - Oct 2008 4
Andesa Strategies, Inc. Allentown, PA Jun 2004 - Oct 2008 4

Rodman Young has no recent exams reported.
Contact Info for Rodman D. Young
Phone Number: 610-868-9000
Registered State(s):
  • PA
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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