Youngs Advisory Group, Inc.

Youngs Advisory Group, Inc. (CRD# 111268) is a financial advisory firm headquartered in Bethlehem, PA. They manage $587,755,086 in 964 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    588
    MILLION
  • Total Number of Accounts
    964
    ACCOUNTS
  • Average Account Value
    $609,704
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.

DE, FL, GA, MA, MD, NC, NJ, NY, PA, TX

Financial Advisors at Youngs Advisory Group, Inc.
Showing 1 - 4 of 4 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 28 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 9 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 21 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 17 years of experience in the finance industry.

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