Chuckie
Young
Founders Financial Securities LLC
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About this Advisor
Chuckie Young is a financial advisor who works in Martinsburg, West Virginia with a total of 1 year of relevant experience. Young is an advisor for Founders Financial Securities LLC. Throughout their career, Young has worked at Coxhollidayoung, Pllc and Founders Financial Securities LLC. Young holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in West Virginia. Founders Financial Securities LLC is an advisory company that has its headquarters in Towson, MD. The firm has offices in 63 locations and a total of 138 advisors. It controls $2 billion in assets across its 16,137 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 25 charities and foundations. Of its 16,137 accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Founders Financial Securities LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on which services are provided. Fee types charged by Founders Financial Securities LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,272,682,543
138
16,137
$140,837
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
Chuckie Young Work History
Chuckie has been registered as a financial advisor for 1 years.*
Founders Financial Securities LLC
Coxhollidayoung, Pllc
*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 Chuckie 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 Founders Financial Securities, LLC
Towson, MD
Brighton, MI
Delaware, OK
Newark, DE
Anderson, IN
Martinsburg, WV
Finksburg, MD
Timonium, MD
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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