Aaron Leonard Young

Primerica Advisors

33 Years of Experience

5 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Primerica Advisors

Compensation

Fee-Only (AUM)

Firm Size

3529 advisors

Number of Clients

54,384 clients

Average Client Portfolio

$205K average

Assets Under Management

$11.2B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

9700 Research Dr, Ste 114, Charlotte, NC, 28262

Get directions

History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

April 2016

Judgment / Lien

October 2008

Judgment / Lien

November 2007

Judgment / Lien

May 2007

Judgment / Lien

May 2000

View Full SEC Report How to Read Disclosures

Other Business Activities

Aaron sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan sales and referrals of home security, automation products, and other home-related services.

Employment History

Current Registrations

Primerica Advisors

March 2014 - Present · 11 yrs 11 mos

PFS Investments INC.Broker

February 1997 - Present · 29 yrs

Previous Registrations

PFS Investments INC.Broker

October 1992 - December 1996 · 4 yrs 2 mos

State Registrations4 states

FLGANCVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.