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).
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Total Assets Under Management305MILLION
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Total Number of Accounts2,255ACCOUNTS
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Average Account Value$135,166
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

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