Teresa Young is a registered investment advisor at First Advisors National, LLC, based in Hoffman Estates, IL, with 18 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
Hoffman Estates, IL
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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 Activities
Teresa volunteers as a tax preparer and quality examiner for Ladder Up, providing pro bono tax preparation for underprivileged families, dedicating minimal time. She also volunteers as President of the Butter Creek Condo Association.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
W&s Brokerage Services, INC.Broker
W&s Brokerage Services, INC.
LPL Financial LLCBroker
LPL Financial LLC
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Signator Investors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
PFS Investments INC.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.