Sherrill Young
Sherrill Young is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hickory, NC, with 24 years of industry experience. Sherrill is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
10 13th Avenue Nw, Hickory, NC, 28601
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Sherrill is an agent for MassMutual, though he rarely engages in new business with them. He also owns Resource Partners LLC, where he works as a financial advisor, dedicating about half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Resource Partners LLC
State Registrations11 states
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
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