Robert Young
Robert Young is a registered investment advisor at Young Financial Services, based in Jupiter, FL, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 72 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Young Financial Services offers asset management services through a wrap fee program. The client pays one fee to YFS which includes YFS’s Management Fee and the transaction costs associated with the transactions. Details for these services are detailed in Form ADV2A, Appendix 1.
Location
Jupiter, FL
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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
Robert is an insurance agent selling fixed annuities, life/health, and long-term care insurance products since 2016. He dedicates minimal time to this activity.
Employment History
Current Registrations
Young Financial Services
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Colonial Brokerage, INC.Broker
Fiserv Investor Services, INC.Broker
Banc of America Investment Services, INC.Broker
J. B. Hanauer & CO.Broker
State Registrations1 state
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.