Edward YoungCRD Number: 1878082
Current Firm: Woodbury Financial Services, Inc.
Edward Young (CRD# 1878082) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Pacific Junction, IA and has over 29 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Woodbury Financial Services Inc.||Pacific Jct, IA||Apr 2017 - Current||1|
|Securities America Inc.||Pacific Junction, IA||Feb 2013 - Apr 2017||4|
|Securities America Advisors||Pacific Junction, IA||Feb 2013 - Apr 2017||4|
|Broker Dealer Financial Services||Pacific Jct., IA||May 2004 - Feb 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY