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).
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Total Assets Under Management445MILLION
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Total Number of Accounts772ACCOUNTS
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Average Account Value$575,973
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, MA, MD, NJ, NY, PA, TX
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.
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.
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.
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.
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.
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.