Brian Young (CRD# 2819583) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Venice, FL and has over 27 years of experience in the finance industry. Brian 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# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Venice, FL | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Frederick, MD | Mar 2019 - Jan 2024 | 4 |
| Woodbury Financial Services, Inc. | Frederick, MD | Mar 2019 - Jan 2024 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Jul 2015 - Mar 2019 | 3 |
| Questar Asset Mangement | Minneapolis, MN | Jul 2015 - Mar 2019 | 3 |
| Lincoln Financial Advisors | Frederick, MD | Oct 2008 - Jul 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- FL
- MD
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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, WY
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