Sherrill Young, financial advisor Hickory NC

Sherrill Young

CRD Number: 826838
Current Firm: Raymond James Financial Services Advisors, Inc.

Sherrill Young (CRD# 826838) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hickory, NC and has over 39 years of experience in the finance industry. Sherrill 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Hickory, NC Jan 2019 - Current 3
Insurance-non Variable Hickory, NC Dec 2002 - Current 19
Raymond James Financial Services, Inc. Hickory, NC Nov 1989 - Current 32
Mass Mutual Life Insurance Charlotte, NC Jun 1976 - Current 46
Resource Partners, LLC Hickory, NC Mar 2006 - Dec 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for Sherrill F. Young
Phone Number: 727-567-3020
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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