Richard Young Associates, Ltd.

Richard Young Associates, Ltd. (CRD# 126124) is a financial advisory firm headquartered in Augusta, GA. They manage $304,800,000 in 2,255 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
205 Hudson Trace, Suite A, Augusta, GA 30907
http://www.moneymd.net
By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    2,255
    ACCOUNTS
  • Average Account Value
    $135,166
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, NH, SC, TX, VA, WA

Financial Advisors at Richard Young Associates, Ltd.
Showing 1 - 4 of 4 top financial advisors.
1
Walter Marbert, financial advisor Augusta GA
Walter S. Marbert
CRD#: 2590560
205 Hudson Trace , Suite A, Augusta, GA 30907
96
Wealthminder
score

Walter Marbert (CRD# 2590560) is an Investment Advisor Representative working at Richard Young Associates, Ltd. in Augusta, GA and has over 23 years of experience in the finance industry. Walter Marbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gordon Leopard, financial advisor Augusta GA
Gordon W. Leopard
CRD#: 4456419
205 Hudson Trace, Suite A, Augusta, GA 30907
93
Wealthminder
score

Gordon Leopard (CRD# 4456419) is an Investment Advisor Representative working at Richard Young Associates, Ltd. in Augusta, GA and has over 16 years of experience in the finance industry.

3
John Travis, financial advisor
John R. Travis
CRD#: 5314369
,
93
Wealthminder
score

John Travis (CRD# 5314369) is an Investment Advisor Representative working at Richard Young Associates, Ltd. in , and has over 11 years of experience in the finance industry.

4
Joshua Marbert, financial advisor Augusta GA
Joshua S. Marbert
CRD#: 6740321
205 Hudson Trace, Suite A, Augusta, GA 30907
88
Wealthminder
score

Joshua Marbert (CRD# 6740321) is an Investment Advisor Representative working at Richard Young Associates, Ltd. in Augusta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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