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Michael Young

18 Years of Experience
Clayton, NC
Broker

Michael Young is a registered investment advisor at LPL Financial LLC, based in Clayton, NC, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

442-B East Main Street, Clayton, NC, 27520

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is involved in three outside business activities. He spends about a quarter of his time on Foureveryoung Wealth Management and Parrish and Young Wealth Management, and a few hours per week coaching youth hockey.

Employment History
Current Registrations
LPL Financial LLC
March 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Lincoln Financial Securities Corporation
January 2020 - March 2024 · 4 yrs 2 mos
Lincoln Financial Securities CorporationBroker
August 2014 - March 2024 · 9 yrs 7 mos
Woodbury Financial Services, INC.Broker
July 2008 - August 2014 · 6 yrs 1 mo
Bb&t Investment Services, INC.
April 2008 - July 2008 · 3 mos
Bb&t Investment Services, INC.Broker
January 2008 - July 2008 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - January 2008 · 3 mos
State Registrations13 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Young - Financial Advisor | TrueAdvisor