John YoungCRD Number: 3014423
Current Firm: Great Lakes & Atlantic Wealth Management And Advisory Partners
John Young (CRD# 3014423) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Chapel Hill, NC and has over 20 years of experience in the finance industry. John 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.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Great Lakes And Atlantic Wealth Management And Advisory Partners||Charlotte, NC||Apr 2015 - Current||3|
|Allen C. Ewing & Company||Charlotte, NC||Apr 2015 - Current||3|
|Raymond James & Associates||Chapel Hill, NC||Jan 2012 - Apr 2015||3|
|First Allied Securities, Inc.||Cary, NC||Aug 2010 - Jan 2012||1|
|Morgan Stanley Smith Barney||Durham, NC||Jun 2009 - Aug 2010||1|
|Morgan Stanley & Company, Incorporated||Durham, NC||Apr 2007 - Aug 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1998|
Total Assets Under Management1,504MILLIONS
Total Number of Accounts6,386ACCOUNTS
Average Account Value$235,503
- A percentage of assets under your management
- 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
AL, AR, CA, CT, DC, FL, IL, MD, MI, MN, MS, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA
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