Phil A. Younker, Jr.

PHIL A. YOUNKER & ASSOCIATES, LTD.

Fairbanks, AK

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CRD#: 1435351

Professional summary

Phil Arthur Younker, Jr. JR, who also goes by Jose Younker, Phil Arthur Younker Jr, is a registered financial advisor currently at PHIL A. YOUNKER & ASSOCIATES, LTD. located in Fairbanks, Alaska.

Phil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Phil has worked at 7 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jose Younker | Phil Arthur Younker Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phil Arthur Younker, Jr. JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 22, 2020 - Present

PHIL A. YOUNKER & ASSOCIATES, LTD.

RIA

CRD#: 311775

Fairbanks, AK

Past

May 28, 2008 - December 31, 2020

ABRIDGE PARTNERS, LLC

RIA

CRD#: 145599

MADISON, MS

Past

March 6, 1996 - May 27, 2008

YOUNKER PHIL A & ASSOCIATES LTD

RIA

CRD#: 108130

FAIRBANKS, AK

Past

January 5, 1990 - September 12, 1997

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Past

January 24, 1989 - August 30, 1997

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

January 27, 1987 - December 31, 1988

HAGAR SECURITIES CORPORATION

CRD#: 14207

Past

November 19, 1985 - January 16, 1987

HORACE MANN INVESTORS, INC.

CRD#: 11643

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PHIL A. YOUNKER & ASSOCIATES, LTD.

CRD#: 311775 / SEC#: 801-119995

RIA

Registered Investment Advisory firm - (12/18/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(12/22/2020)

IAR

Texas
(12/22/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/18/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PHIL A. YOUNKER & ASSOCIATES, LTD.

CRD#: 311775 / SEC#: 801-119995

RIA

Registered Investment Advisory firm - (12/18/2020 Approved)

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Contact information

Main Address

Fairbanks, AK

Mailing Address

Phone number

(907) 452-4250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (1/15/2025)

Regulatory assets under management

Total Number of Accounts	299
AUM (Assets Under Management)	$ 138,505,115

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Phil A. Younker, Jr.

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phil Arthur Younker, Jr. JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABRIDGE PARTNERS, LLC

YOUNKER PHIL A & ASSOCIATES LTD

THE VARIABLE ANNUITY MARKETING COMPANY

AMERICAN GENERAL SECURITIES INCORPORATED

HAGAR SECURITIES CORPORATION

HORACE MANN INVESTORS, INC.

Primary Firm SEC Registration

PHIL A. YOUNKER & ASSOCIATES, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/6/1987

Series 6

Date: 11/18/1985

Current Firm

PHIL A. YOUNKER & ASSOCIATES, LTD.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PHIL A. YOUNKER & ASSOCIATES, LTD.

TRUST BUT VERIFY

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