Robert S. Young

YOUNG FINANCIAL SERVICES

JUPITER, FL

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CRD#: 3079632

Professional summary

Robert Sterling Teague Young is a registered financial advisor currently at YOUNG FINANCIAL SERVICES located in Jupiter, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) ROBERT S. YOUNG POSITION: Agent NATURE: Insurance - Fixed Annuities; Life/Health; Long-Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/22/2016 ADDRESS: Tequesta, FL DESCRIPTION: Insurance Sales and Service

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Sterling Teague Young's 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

October 19, 2016 - Present

YOUNG FINANCIAL SERVICES

RIA

CRD#: 284451

JUPITER, FL

Past

January 30, 2008 - August 29, 2018

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

JUPITER, FL

Past

January 25, 2008 - August 29, 2018

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

JUPITER, FL

Past

August 28, 2002 - February 11, 2008

NEW ENGLAND SECURITIES

RIA

CRD#: 615

NORTH PALM BEACH, FL

Past

June 13, 2002 - February 11, 2008

NEW ENGLAND SECURITIES

CRD#: 615

NORTH PALM BEACH, FL

Past

January 23, 2002 - February 1, 2002

COLONIAL BROKERAGE, INC.

CRD#: 111668

MONTGOMERY, AL

Past

May 14, 2001 - January 18, 2002

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

September 7, 2000 - January 24, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

July 30, 1998 - September 15, 1999

J. B. HANAUER & CO.

CRD#: 6958

PARSIPPANY, NJ

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

Florida
(10/19/2016)

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

IAR

Series 66

Date: 10/25/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/1/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/1998

General Securities Representative Examination

Current Firm

YOUNG FINANCIAL SERVICES

SOUTH FLORIDA PENSION GROUP, INC. | YOUNG FINANCIAL SERVICES | THE PENSION GROUP | SOUTH FLORIDA PENSION GROUP, LLC

CRD#: 284451 / SEC#:

Florida

Registered Investment Advisory firm - (10/19/2016 Approved)

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Contact information

Main Address

Jupiter, FL

Mailing Address

6671 W. Indiantown Road Suite 50-226, Jupiter, FL 33458

Phone number

(561) 427-6767

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 24,034,793

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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Robert S. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Sterling Teague Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

COLONIAL BROKERAGE, INC.

FISERV INVESTOR SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

J. B. HANAUER & CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2011

Series 63

Date: 9/1/1998

SIE

Date: 8/29/2018

Series 7

Date: 7/28/1998

Current Firm

YOUNG FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YOUNG FINANCIAL SERVICES

TRUST BUT VERIFY

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