John YoungCRD Number: 3014423
Current Firm: Red Oak Capital Management, Inc.
John Young (CRD# 3014423) is an Investment Advisor Representative working at Red Oak Capital Management, Inc. in Oak Brook, IL and has over 24 years of experience in the finance industry. John Young 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
|Red Oak Capital Management, Inc.||Chapel Hill, NC||Oct 2019 - Current||2|
|Allen C. Ewing & Company||Charlotte, NC||Apr 2015 - Current||7|
|Great Lakes And Atlantic Wealth Management And Advisory Partners||Charlotte, NC||Apr 2015 - Sep 2019||4|
|Raymond James & Associates||Chapel Hill, NC||Jan 2012 - Apr 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 1998|
Total Assets Under Management231MILLIONS
Total Number of Accounts1,256ACCOUNTS
Average Account Value$184,060
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, IN, MI, NC, NJ, NV, NY, SC, TX
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