George Young (CRD# 6406991) is an Investment Advisor Representative working at Citizens Securities, Inc. in Roslindale, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Brookline, MA | Jul 2020 - Current | 4 |
The Prudential Insurance Company Of America | Warwick, RI | Feb 2019 - Jul 2020 | 1 |
The Prudential Insurance Company Of America | Warwick, RI | Nov 2018 - Jul 2020 | 1 |
Pruco Securities LLC | Warwick, RI | Oct 2014 - Jul 2020 | 5 |
The Prudential Insurance Company Of America | Warwick, RI | Oct 2014 - Feb 2019 | 4 |
Mastoran Corporation | Waltham, MA | Dec 2009 - Jan 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
S63 | Uniform Securities State Law Examination | Nov 2014 |
- AK
- CA
- IL
- MI
- MO
- RI
- TX
- VA
- WA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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