David YoungCRD Number: 3129644
Current Firm: Invest Financial Corporation
David Young (CRD# 3129644) is an Investment Advisor Representative working at Invest Financial Corporation in Rochester, NY and has over 15 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Invest Financial Corp.||Tampa, FL||Jun 2011 - Current||6|
|Young And Company Cpas LLP||Rochester, NY||Jan 1999 - Current||18|
|Us Army Reserves||Rochester, NY||Feb 1985 - Current||32|
|Ensemble Financial Services||Pittsford, NY||Dec 2008 - Jun 2011||2|
|Preferred Financial Group||Rochester, NY||May 1999 - Dec 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV