John Young, financial advisor Oak Brook IL

John Young

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for John W. Young
Phone Number: (630) 352-0051
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    231
    MILLIONS
  • Total Number of Accounts
    1,256
    ACCOUNTS
  • Average Account Value
    $184,060
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, IN, MI, NC, NJ, NV, NY, SC, TX

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