Youngs Advisory Group Inc
Legal Name: YOUNGS ADVISORY GROUP, INC.
Full Contact Details
Other Info
Youngs Advisory Group Inc is legally known as YOUNGS ADVISORY GROUP, INC.. It is a PA Corporation. This firm has 9 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 27, 1996.
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home home about about services services client experience client experience insights insights client portal client portal contact contact Advisors toAchievers An independent wealth management firm, trusted by successful individuals, families, and business owners to enrich and enhance their financial…
Home - Youngs Advisory
home home about about services services client experience client experience insights insights client portal client portal contact contact Advisors toAchievers An independent wealth management firm, trusted by successful individuals, families, and business owners to enrich and enhance their financial…
Direct Owners
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JAMES M BEENDERS
SENIOR RELATIONSHIP MANAGER owns more than 10% but less than 25%
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JOHN GORTON YOUNGS
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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WEBSTER JOHN YOUNGS
PRESIDENT owns more than 50% but less than 75%
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Top Holdings
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- SCHWAB STRATEGIC TR $6,099k
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