Richard Younts
Richard Younts is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bermuda Run, NC, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
106 York Way, Bermuda Run, NC, 27006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is on the finance committee at Lake Norman Baptist Church and owns Lake Norman Financial LLC, through which he sells fixed life insurance, annuities, disability, and long-term care products. He also owns The Sleep Connection LLC and oversees its operations.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Southeast Investments, N.c., INC.Broker
Southeast Investments, N.c., INC.
Sunset Financial Services, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
State Registrations6 states
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