Youngs Advisory Group, Inc.

Youngs Advisory Group, Inc. (CRD# 111268) is a financial advisory firm headquartered in Bethlehem, PA. They manage $444,651,484 in 772 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $575,973
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CO, FL, MA, MD, NJ, NY, PA, TX

Financial Advisors at Youngs Advisory Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
James M. Beenders
CRD#: 2402877
1412 Walter Street, Bethlehem, PA 18015

James Beenders (CRD# 2402877) is an Investment Advisor Representative working at Youngs Advisory Group, Inc. in Bethlehem, PA and has over 26 years of experience in the finance industry. James Beenders 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
Matthew R. Short
CRD#: 6151938
1412 Walter Street, Bethlehem, PA 18015

Matthew Short (CRD# 6151938) is an Investment Advisor Representative working at Youngs Advisory Group, Inc. in Bethlehem, PA and has over 7 years of experience in the finance industry. Matthew Short 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.

3
Linda E. Yeager
CRD#: 2562917
1412 Walter Street, Bethlehem, PA 18015

Linda Yeager (CRD# 2562917) is an Investment Advisor Representative working at Youngs Advisory Group, Inc. in Bethlehem, PA and has over 20 years of experience in the finance industry.

4
John G. Youngs
CRD#: 4928790
Orlando, FL

John Youngs (CRD# 4928790) is an Investment Advisor Representative working at Youngs Advisory Group, Inc. in Orlando, FL and has over 15 years of experience in the finance industry.

5
Webster J. Youngs
CRD#: 2094814
1412 Walter Street, Bethlehem, PA 18015

Webster Youngs (CRD# 2094814) is an Investment Advisor Representative working at Youngs Advisory Group, Inc. in Bethlehem, PA and has over 29 years of experience in the finance industry.

6
Andrew C. Karnavas
CRD#: 1783863
1412 Walter Street, Bethlehem, PA 18015

Andrew Karnavas (CRD# 1783863) is an Investment Advisor Representative working at Youngs Advisory Group, Inc. in Bethlehem, PA and has over 27 years of experience in the finance industry. Andrew Karnavas 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.

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