Krystle
Young

Securities America Advisors, Inc

CRD#5856932
Investment Advisor
in Batavia, OH

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About this Advisor

Krystle Young is a financial advisor who works out of Batavia, Ohio, with a total of 1 year of relevant experience. Young is on the advisory team at Securities America Advisors, Inc. The advisor has gained experience at Pfsi Investments Inc, Securities America, Inc and Securities America Advisors. Young can serve investors in Ohio. Securities America Advisors, Inc is a registered investment firm that has its headquarters in La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 people on staff. It handles $38 billion in total assets among its 200,228 accounts, making it one of the largest firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 200,228 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in investable assets. Securities America Advisors, Inc offers a broad set 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 advice usually are based on the type of financial services provided. Fees charged by Securities America Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.

Years Registered*

1 year

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

Office Location

Batavia, OH

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

OH Average: $1,978,216,465
Total Number of Employees

3,748

OH Average: 226
Total Number of Accounts

200,228

OH Average: 7,467
Average Account Size

$190,602

OH Average: $264,928

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

Krystle Young Work History

Krystle has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Securities America, Inc

2022 - Present (2 years)

Securities America Advisors

2004 - 2022 (18 years)

Pfsi Investments Inc

*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 Krystle 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 Securities America Advisors, Inc

Mark Hansen
San Jose, CA
Denis Conlon
Orland Park, IL
John Weekly
Omaha, NE
Derek Bohne
Midvale, UT
Wesley Brown
La Vista, NE
Clint Eikmeier
Omaha, NE
Richard Dutrisac
Costa Mesa, CA
Andi Yao
Burlingame, CA

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.

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