Sgl Investment Advisors, Inc
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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
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Sgl Investment Advisors, Inc Brokerage Details
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
Kershner Trading Group
University Of Georgia
College Of Coastal Georgia
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.
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
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