Broderick YoungCRD Number: 3132535
Current Firm: Eagle Strategies LLC
Broderick Young (CRD# 3132535) is an Investment Advisor Representative working at Eagle Strategies LLC in Columbia, MD and has over 22 years of experience in the finance industry. Broderick 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.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Eagle Strategies LLC||Columbia, MD||Feb 2020 - Current||1|
|Reveal Wealth||Columbia, MD||Feb 2020 - Current||1|
|Nylife Securities LLC||Columbia, MD||Jan 2020 - Current||1|
|New York Life||Jessup, MD||Apr 2015 - Current||6|
|Eagle Strategies LLC||Bethesda, MD||Feb 2012 - Apr 2015||3|
|New York Life Insurance Company||Miami, FL||May 2000 - Apr 2015||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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