Daniel Youngblood
Daniel Youngblood is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Flower Mound, TX, with 17 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
3411 Cross Timbers Road, Suite 200, Flower Mound, TX, 75028
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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
Daniel operates under several DBAs for his LPL business, including Cotton Wealth Management Associates, Youngblood Wealth Management, and Private Planning Group. He also provides investment advisory services through Private Advisor Group, spending full-time hours on this activity, and operates Youngblood Wealth Management as a DBA under Private Advisor Group, dedicating about half his time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Clark Securities, INC.Broker
Capital One Investments, LLCBroker
State Registrations14 states
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