Thomas
Young
Sgl Investment Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Thomas Young is a financial advisor working out of Missoula, Montana. Young currently works for Sgl Investment Advisors, Inc. During their career, Young has held roles at Lpl Financial, LLC, Kershner Trading Group, Messari, University Of Georgia, College Of Coastal Georgia, Melrose International, Trinity Christian School, S.G. Long & Company and Sgl Investment Advisors. Young has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Montana. Sgl Investment Advisors, Inc is a business operating out of Missoula, MT. It manages $212 million in total assets among its 632 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 632 client accounts, 20% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Sgl Investment Advisors, Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Sgl Investment Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sgl Investment Advisors, Inc Brokerage Details
$212,067,238
9
632
$335,549
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Thomas Young Work History
Thomas has been registered as a financial advisor for 0 years.*
S.G. Long & Company
Sgl Investment Advisors
Lpl Financial, LLC
Kershner Trading Group
Messari
Kershner Trading Group
University Of Georgia
College Of Coastal Georgia
Melrose International
Trinity Christian School
*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 Thomas 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 Sgl Investment Advisors, Inc
Missoula, MT
Missoula, MT
Missoula, MT
Missoula, MT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
