Edward Young, financial advisor Pacific Junction IA
93 score

Edward Young

CRD Number: 1878082
Current Firm: Securities America Advisors, Inc.

Edward Young (CRD# 1878082) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Pacific Junction, IA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. Pacific Junction, IA Feb 2013 - Current 3
Securities America Advisors Pacific Junction, IA Feb 2013 - Current 3
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
Contact Info for Edward E. Young
Phone Number: 402-399-9111
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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