John
Young
Captrust
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About this Advisor
John Young is a financial advisor based out of Raleigh, North Carolina who has 8 years of relevant experience. Young is on the advisory team at Captrust. Throughout their career, they have worked at Captrust Financial Advisors and Captrust. Young maintains a Series 65 license, certifying them as an investment advisor representative, and can operate in Michigan and Texas. Captrust is an advisory business operating out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It administers $715 billion in assets among its 76,254 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 136 charities and foundations. Of its 76,254 client accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets. Captrust provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees usually vary depending on the type of financial services provided. Fees billed by Captrust likely include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
John Young Work History
John has been registered as a financial advisor for 8 years.*
Captrust
Captrust Financial Advisors
*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 John 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 Captrust
Raleigh, NC
Leesburg, VA
Sacramento, CA
Raleigh, NC
Clarkston, MI
Brentwood, TN
Bethlehem, PA
Raleigh, NC
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.
