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Henry Young

27 Years of Experience
St. Francisville, LA
Broker

Henry Young is a registered investment advisor at LPL Financial LLC, based in St. Francisville, LA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

10182 Weevil Street #106, St. Francisville, LA, 70775

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Henry operates under the DBA Young Investment Group, dedicating all of his time to it. He is also a non-profit board member for West Feliciana Fire Protection District #1, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
October 2004 - Present · 21 yrs 7 mos
LPL Financial LLCBroker
October 2004 - Present · 21 yrs 7 mos
Previous Registrations
Edward JonesBroker
October 1998 - November 2004 · 6 yrs 1 mo
State Registrations11 states
AKCOFLKYLAMAMSSCTNTXWA
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.
Henry Young - Financial Advisor | TrueAdvisor