Andrew Young, financial advisor Lynchburg VA

Andrew Young

CRD Number: 6318832
Current Firm: Mml Investors Services, LLC

Andrew Young (CRD# 6318832) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lynchburg, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Glen Allen, VA Oct 2020 - Current 1
Massmutual Life Insurance Co Glen Allen, VA Oct 2020 - Current 1
Madison Avenue Securities Orlando, FL May 2018 - Sep 2020 2
Ae Wealth Management, LLC Orlando, FL May 2018 - Sep 2020 2
Significant Wealth Management Dba The Lifewealth Group Orlando, FL Feb 2017 - Aug 2020 3
Global Financial Private Capital, LLC Orlando, FL Jun 2017 - May 2018 < 1
Gf Investment Services, LLC Orlando, FL Jun 2017 - May 2018 < 1
Allstate Financial Services, LLC Roanoke, VA Jul 2016 - Feb 2017 < 1
Insuredbyandy Lynchburg, VA Jan 2016 - Jul 2016 < 1
Andrew Young Insurance Agency Lynchburg, VA Oct 2014 - Jan 2016 1
State Farm Vp Management Corp. Lebanon, VA Apr 2014 - Jan 2016 1
Dlana Bodmer Insurance Agency Lebanon, VA Mar 2013 - Oct 2014 1
Lebanon Lawn Care Lebanon, VA Feb 2013 - Oct 2013 < 1
Verizon Wireless Cedar Bluff, VA Aug 2010 - Feb 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Andrew E. Young
Phone Number: (413)737-8400
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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