Sherrill Franklin Young

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1999 → Present
  Mass Mutual Life Insurance Company
  Hickory, NC
• 06/2001 → Present
  Raymond James Financial Services, Inc
  Hickory, NC
• 03/2009 → 01/2019
  Resource Partners Llc
  Hickory, NC
• 01/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Hickory, NC

Previous Registrations

• 2003-07-28 → 2018-12-31
  Resource Partners Llc
  Hickory, NC

Other Businesses

(1)Name of Business: MassMutual Address: 10 13th Avenue NW, Hickory, NC, 28601, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/16/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I used to be a career agent for MassMutual and occasionally look to them for more business. I have not submitted new business to them but may in the futre (2)Name of Business: Resource Partners LLC. Address: 10 13th Avenue NW, Hickory, NC, 28601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/10/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2003-04-30
• S63 Uniform Securities Agent State Law Examination
  2001-12-13

Other Names

• Frank Young