Brantley Young (CRD# 6653806) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Westlake, TX | Aug 2021 - Current | 2 |
Goldman Sachs & Company LLC | New York, NY | Jan 2021 - Jul 2021 | < 1 |
The Ayco Company, L.p./mercer Allied | Dallas, TX | Nov 2019 - Jan 2021 | 1 |
Usaa Financial Advisors Inc. | Addison, TX | Jan 2019 - Nov 2019 | < 1 |
Usaa Investment Management Company | Addison, TX | Jan 2019 - Nov 2019 | < 1 |
K-force | Addison, TX | Jan 2019 - Nov 2019 | < 1 |
Signature Consultants | Richardson, TX | Oct 2018 - Jan 2019 | < 1 |
Fisher Investments | Plano, TX | Feb 2018 - Sep 2018 | < 1 |
The Prudential Insurance Company Of America | Irving, TX | Oct 2017 - Jan 2018 | < 1 |
Pruco Securities, LLC | Irving, TX | Jun 2017 - Jan 2018 | < 1 |
Dallas Baptist Univeristy | Dallas, TX | Aug 2013 - May 2017 | 3 |
Axa | Dallas, TX | May 2016 - Mar 2017 | < 1 |
The National Bank Of Texas | Hurst, TX | Jun 2015 - Jul 2015 | < 1 |
The National Bank Of Texas | Fort Worth, TX | May 2014 - Aug 2014 | < 1 |
North Lake College | Irving, TX | May 2011 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2017 |
S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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