Elias
Young
Wellspring Financial Partners
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About this Advisor
Elias Young is a certified financial planner who works in Tucson, Arizona with 4 years of industry experience. Young is an employee of Wellspring Financial Partners. Young has gained experience at Supreme Pizza, Sacramento City College, Romans Pizza and Wellspring Financial Partners. Young has a Series 65 license, designating them as an investment advisor representative, and is approved to work in Arizona. Wellspring Financial Partners is an advisory company operating out of Tucson, AZ. It controls $691 million in assets among its 343 accounts, placing it among the larger firms in the United States by assets under management. Of its 343 client accounts, 24% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Wellspring Financial Partners performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Wellspring Financial Partners may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wellspring Financial Partners Brokerage Details
$691,444,782
9
343
$2,015,874
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Elias Young Work History
Elias has been registered as a financial advisor for 4 years.*
Wellspring Financial Partners
Supreme Pizza
Romans Pizza
Sacramento City College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elias Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wellspring Financial Partners
Tucson, AZ
Tucson, AZ
North Salt Lake, UT
Tucson, AZ
Tucson, AZ
Tucson, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
