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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
6 Montgomery Village Ave, Ste 640, Gaithersburg, MD, 20879
Get directionsHistory
Regulatory History (13)
Customer Dispute
March 2026Customer 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.
Exams
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