John Young (CRD# 3014423) is an Investment Advisor Representative working at Cardinal Wealth Partners, LLC in Chapel Hill, NC and has over 26 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.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cardinal Wealth Partners | Chapel Hill, NC | May 2023 - Current | < 1 |
| Allen C. Ewing & Company | Charlotte, NC | Apr 2015 - Current | 9 |
| Red Oak Capital Management, Inc. | Chapel Hill, NC | Oct 2019 - Aug 2023 | 3 |
| Hayden Royal (previously Great Lakes & Atlantic Wealth) | Charlotte, NC | Apr 2015 - Sep 2019 | 4 |
| Raymond James & Associates | Chapel Hill, NC | Jan 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 1998 |
- NC
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$321,068
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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