CY
CFP
CY
CFP

Carmen Youngblood

9 Years of Experience
St. Louis, MO
Broker

Carmen Youngblood is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103

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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

Carmen owns 50% of a duplex rental property in Dallas, TX, dedicating minimal time to property maintenance. She also holds power of attorney for Rex Youngblood in Gilmer, TX, spending minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Wells Fargo Advisors
May 2022 - Present · 4 yrs
Previous Registrations
Cwm, LLC
September 2021 - January 2022 · 4 mos
Wells Fargo Advisors, LLC
January 2011 - January 2013 · 2 yrs
Wells Fargo Advisors, LLCBroker
January 2011 - January 2013 · 2 yrs
Wells Fargo Investments, LLCBroker
July 2010 - January 2011 · 6 mos
Wells Fargo Investments, LLC
July 2010 - January 2011 · 6 mos
Wells Fargo Advisors, LLC
May 2008 - July 2010 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
October 2007 - July 2010 · 2 yrs 9 mos
State Registrations1 state
TX
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.