Wesley Young (CRD# 4632589) is an Investment Advisor Representative working at Eagle Strategies LLC in Austin, TX and has over 20 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silas Parker & Associates LLC | Austin, TX | Feb 2022 - Current | 2 |
| Eagle Strategies LLC | Austin, TX | Jan 2016 - Current | 8 |
| Wes Young & Associates | Austin, TX | Sep 2009 - Current | 14 |
| Nylife Securities LLC | Austin, TX | Apr 2003 - Current | 21 |
| New York Life Insurance Company | Austin, TX | Feb 2003 - Current | 21 |
| Mahoney Financial Organization, LLC | Leander, TX | May 2019 - May 2021 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2005 |
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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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