William YoungCRD Number: 1304014
Current Firm: Lpl Financial LLC
William Young (CRD# 1304014) is an Investment Advisor Representative working at Lpl Financial LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Lpl Financial, LLC||Colorado Springs, CO||Jul 2010 - Current||6|
|Prayer Mountain||Cascade, CO||Nov 2008 - Jul 2011||2|
|Freedom Planning, Inc.||Colorado Springs, CO||Jul 2006 - Feb 2011||4|
|Various Insurance Carriers For W & R Insurance Agencies||Colorado Springs, CO||Sep 2008 - Jul 2010||1|
|Waddell & Reed, Inc.||Colorado Springs, CO||Sep 2008 - Jul 2010||1|
|Planmember Securities Corporation||Carpinteria, CA||Dec 2007 - Sep 2008||< 1|
|Freedom Wealth Management, Inc.||Colorado Springs, CO||Jul 1998 - Sep 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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