John Young is a CFP-designated registered investment advisor, based in Chapel Hill, NC, with 28 years of industry experience.
Location
1340 Environ Way, Chapel Hill, NC, 27517
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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
John is an IAR/Financial Advisor at Cardinal Wealth Partners, dedicating full-time hours to financial planning and asset management. He is also an agent at Cardinal Wealth Partners Insurance Agency and PKSF, providing life insurance solutions and insurance advice.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Cardinal Wealth Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Red Oak Capital Management, INC.
Hayden Royal
Allen C. Ewing & CO.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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