Theodore Young
Theodore Young is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 15 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
11811 North Tatum Boulevard, Suite 3051, Phoenix, AZ, 85028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodore is an owner of Anasazi Investment Group and Young Wealth Management, and owner/proprietor of Saeculum, but reports no responsibilities with these entities. He also coaches at Arizona State University (ASU) and attends weekly meetings for BNI Scottsdale Prospers, dedicating about 10-20% of his time to ASU and a few hours per week to BNI.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
State Registrations30 states
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