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 19 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Allen C. Ewing & Company||Charlotte, NC||Apr 2015 - Current||2|
|Great Lakes And Atlantic Wealth Management And Advisory Partners||Charlotte, NC||Apr 2015 - Current||2|
|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|
|Morgan Stanley Dw Inc.||Durham, NC||Oct 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1998|
Total Assets Under Management230MILLIONS
Total Number of Accounts230ACCOUNTS
Average Account Value$1,001,888
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DC, FL, IL, MD, MI, MS, NC, NY, PA, SC, TN, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.