Joe
Young
Waypoint Strategic Advisors
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About this Advisor
Joe Young is a chartered financial consultant working in Summerville, South Carolina with 13 years of industry experience. Young is an advisor for Waypoint Strategic Advisors. During their career, Young has held roles at Massachusetts Mutual Life Insurance Comp, Waypoint Strategic Advisors, Business-Estate Underwriters. Inc, Strategic Decisions, Inc and Sole Proprietor. Young holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Waypoint Strategic Advisors is a business that has its headquarters in Summerville, SC. The company has offices in three locations and a total of eight employees. It oversees $115 million in assets under management between its 740 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises one charitable organizations. Of its 740 customer accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets. Waypoint Strategic Advisors provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually vary depending on which services are offered. Fee types billed by Waypoint Strategic Advisors most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waypoint Strategic Advisors Brokerage Details
$114,900,000
8
740
$155,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joe Young Work History
Joe has been registered as a financial advisor for 13 years.*
Waypoint Strategic Advisors
Strategic Decisions, Inc
Business-Estate Underwriters. Inc
Massachusetts Mutual Life Insurance Comp
Sole Proprietor
*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 Joe 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 Waypoint Strategic Advisors
Summerville, SC
Summerville, SC
Summerville, SC
Summerville, SC
Orangeburg, SC
Summerville, SC
Summerville, SC
Summerville, SC
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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