Charles Youree
Professional summary
Charles Youree JR, who also goes by Chuck Youree Jr, Charles Youreejr, is a registered financial advisor currently at MAIN STREET INVESTORS, LLC located in Brentwood, Tennessee.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Charles has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Youree JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2018 - Present
MAIN STREET INVESTORS, LLC
Office #1: 205 Powell Place Suite 209, Brentwood, TN 37027March 31, 2004 - December 3, 2018
PARK AVENUE SECURITIES LLC
May 3, 1999 - December 3, 2018
PARK AVENUE SECURITIES LLC
October 3, 1991 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
August 23, 1989 - September 23, 1991
GREEN HILL FINANCIAL SERVICE CORPORATION
December 23, 1988 - August 8, 1989
FSC SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/14/2018)
Exams
Current Firm
MAIN STREET INVESTORS, LLC
CRD#: 299291 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 22,136,584 |
Red Flags
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