William Young
William Young is a registered investment advisor at Ameriprise Financial Services, LLC, based in Gaithersburg, MD, with 21 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
6 Montgomery Village Ave, Ste 640, Gaithersburg, MD, 20879
Get directionsHistory
Regulatory History (13)
Customer Dispute
September 2025Customer Dispute
June 2025Customer Dispute
January 2025Customer Dispute
December 2024Customer Dispute
September 2024Customer Dispute
August 2024Customer Dispute
June 2024Customer Dispute
July 2023Customer Dispute
January 2021Customer Dispute
October 2020Customer Dispute
December 2018Regulatory
December 2009Employment Separation After Allegations
November 2009Other Business Activities
William co-owns Liberty Wealth Management LLC and manages the Ameriprise business. He also participates in podcast discussions about behavioral psychology and human nature, dedicating minimal time to the business and a few hours per week to the podcast.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Kingswood Wealth Advisors, LLC
Niagara International Capital LimitedBroker
H. Beck, INC.
H. Beck, INC.Broker
United Brokerage Services, INCBroker
United Brokerage Services INC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
M&t Securities, INC.
M&t Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.