Cory Youngs
Cory Youngs is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Milford, OH, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
735 Lila Avenue, Milford, OH, 45150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cory is a Vice President and Trust Admin at Peoples Bank since 2016, dedicating about 10-20% of his time. He also serves as a Relationship Manager for managed accounts at Peoples Investment Services, spending about a quarter of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Raymond James Financial Services, INC.Broker
The O.N. Equity Sales CompanyBroker
State Registrations10 states
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