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Tallie Young

Ameritas Advisory Services, LLC
29 Years of Experience
Dallas, TX
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Tallie Young is a registered investment advisor at Ameritas Advisory Services, LLC, based in Dallas, TX, with 29 years of industry experience. Tallie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17300 Preston Rd Ste 260, Dallas, TX, 75252

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History

Regulatory History (2)
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.
Customer Dispute
July 2011
Denied
Customer Dispute
July 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Tallie is a licensed independent insurance agent selling fixed insurance products through Tallie O Young and Associates, LLC, dedicating full-time hours to this. She also purchases nutritional supplements and natural products from Shaklee for personal and family use, requiring minimal time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Ameritas Investment Company, LLC
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
October 2005 - June 2006 · 8 mos
Carillon Investments, INC.Broker
September 2005 - June 2006 · 9 mos
Princor Financial Services Corporation
May 2003 - October 2005 · 2 yrs 5 mos
Princor Financial Services CorporationBroker
June 2002 - October 2005 · 3 yrs 4 mos
Locust Street Securities, INC.Broker
November 1996 - June 2002 · 5 yrs 7 mos
State Registrations10 states
CACOFLMDMINMNYOKTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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