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).
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Total Assets Under Management588MILLION
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Total Number of Accounts964ACCOUNTS
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Average Account Value$609,704
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DE, FL, GA, MA, MD, NC, 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 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.
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.
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.
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.