Brian
Youngs

First Allied Advisory Services, Inc

CRD#2479488
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Brian Youngs is a financial advisor who works out of Bonita Springs, Florida, with a total of 12 years in the industry. Youngs works at First Allied Advisory Services, Inc. Over the course of their career, Youngs has held roles at Independent Advisors, First Allied Securities, Inc and First Allied Advisory Services, Inc. Youngs has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. First Allied Advisory Services, Inc is a financial advisory business headquartered in Bonita Springs, Florida. The firm has offices in 549 locations and a total of 651 financial advisors. It has $6 billion in assets under management across its 27,866 accounts, making it one of the largest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 27,866 client accounts, just 13% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by First Allied Advisory Services, Inc likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

9220 Bonita Bch Rd # 220
Bonita Springs, FL 34135

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First Allied Advisory Services, Inc Brokerage Details

Total Assets Under Management

$5,977,442,718

FL Average: $7,578,581,321
Total Number of Employees

609

FL Average: 43
Total Number of Accounts

30,127

FL Average: 3,727
Average Account Size

$198,408

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Youngs Work History

Brian has 12 years of experience.

2012 - Present (7 years)

First Allied Advisory Services, Inc

2006 - Present (13 years)

Independent Advisors

2006 - Present (13 years)

First Allied Securities, Inc

Disclosures

Brian Youngs has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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