Daniel Young, financial advisor Wheeling WV
93 score

Daniel Young

CRD Number: 5537737
Current Firm: Edward Jones

Daniel Young (CRD# 5537737) is an Investment Advisor Representative working at Edward Jones in Wheeling, WV and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2010 - Current 6
Unemployed Pittsburgh, PA Mar 2010 - Aug 2010 < 1
Tony Savatt Inc. Pittsburgh, PA Oct 2009 - Mar 2010 < 1
Unemployed Pittsburgh, PA Jul 2009 - Oct 2009 < 1
Virginia Tech Blacksburg, VA May 2009 - Jul 2009 < 1
Bull And Bones Brewhaus And Grill Blacksburg, VA Jan 2009 - May 2009 < 1
Virginia Tech Blacksburg, VA Aug 2008 - Jan 2009 < 1
Keefe, Bruyette, And Woods Inc. New York, NY May 2008 - Aug 2008 < 1
Virginia Tech Blacksburg, VA Aug 2007 - May 2008 < 1
Pnc Pittsburgh, PA May 2007 - Aug 2007 < 1
Virginia Tech Blacksburg, VA Aug 2006 - May 2007 < 1
Frosty Valley Golf Links Pittsburgh, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Daniel R. Young
Phone Number: 314-515-2000
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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