Mark Young, financial advisor Easton PA
93 score

Mark Young

CRD Number: 1800687
Current Firm: Investment Advisors Asset Management, LLC

Mark Young (CRD# 1800687) is an Investment Advisor Representative working at Investment Advisors Asset Management, LLC in Easton, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates Topeka, KS Nov 2006 - Current 10
Investment Advisors Asset Management, LLC Topeka, KS Jan 2004 - Current 12
Investment Advisors & Consultants, Inc. West Long Branch, NJ Aug 2002 - Nov 2006 4
Iac Advisory Services, Inc. Topeka, KS Mar 2002 - Nov 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1999
Contact Info for Mark E. Young
Phone Number: 610-258-3269
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    392
    MILLIONS
  • Total Number of Accounts
    2,085
    ACCOUNTS
  • Average Account Value
    $187,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CT, DE, FL, KS, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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