Robert Young, financial advisor Tequesta FL

Robert Young

CRD Number: 3079632
Current Firm: Young Financial Services

Robert Young (CRD# 3079632) is an Investment Advisor Representative working at Young Financial Services in Tequesta, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Young Financial Services Tequesta, FL Aug 2016 - Current 7
Robert Young - Insurance Agent Tequesta, FL Jul 2016 - Current 7
Next Financial Group Inc. Jupiter, FL Jan 2008 - Aug 2018 10
The Pension Group Jupiter, FL Oct 2015 - Jul 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Robert S. Young
Phone Number: 561-427-6767
Firm Website: http://www.youngfs.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $214,902
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL

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