James
Beenders
Youngs Advisory Group, Inc
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About this Advisor
James Beenders is a certified financial planner based out of Bethlehem, Pennsylvania with a total of 16 years of relevant experience. Beenders is an employee of Youngs Advisory Group, Inc. Over the course of their career, they have held roles at Youngs Advisory Group, Inc. Beenders has a Series 63 license, certifying them as a securities broker, and is registered to operate in Pennsylvania and Texas. Youngs Advisory Group, Inc is a financial advisory company headquartered in Bethlehem, PA. The company has a total of 11 employees. It oversees $525 million in total assets across its 982 accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advice to five charitable organizations. Of its 982 client accounts, 51% belong to high-net-worth individuals who have greater than $1 million in assets. Youngs Advisory Group, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules are based on the services provided. However, fees charged by Youngs Advisory Group, Inc can consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Youngs Advisory Group, Inc Brokerage Details
$524,739,712
11
982
$534,358
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Beenders Work History
James has been registered as a financial advisor for 16 years.*
Youngs Advisory Group, Inc
Youngs Advisory Group, 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 James Beenders 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 Youngs Advisory Group, Inc
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Orlando, FL
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.
