Mark Charles Young
Professional Summary
Mark Charles Young is a registered financial advisor currently at FOREVER YOUNG INTEGRATED WEALTH located in Brighton, Michigan. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mark has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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LIGHTSQUARE WEALTH MANAGEMENT, LLC
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
FOREVER YOUNG INTEGRATED WEALTH | FOREVER YOUNG WEALTH MANAGEMENT LLC
Contact Information
Main Address
7600 Grand River Road Suite 150, Brighton, MI 48114Phone Number
(810) 220-4900# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
305AUM (Assets Under Management)
$61,696,854Similar Advisors
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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.
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State Registrations and Notice Filings
(3/7/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Mark Charles Young's CRS (Customer Relationship Summary).
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LIGHTSQUARE WEALTH MANAGEMENT, LLC
