Best Investors Account Sign in

Evelyn Kay Young

LPl Financial LLC

Cotuit, MA

CRD 4857888

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-08-25
  • MA RA
    APPROVED
    Since 2014-08-25

Branch Locations

Cotuit, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Cotuit MA 08/2014 Present
Previous Registrations
Other Businesses

1. 08/01/2014 - YOUNG WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-08
  • S66 Uniform Combined State Law Examination
    2004-12-08
Designations
  • Certified Financial Planner
Other Names
  • Evelyn Young

View on SEC IAPD

More in Cotuit, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor