Brad William Young

Current Employers

Employment History

• 07/2002 → 01/2025
  Lincoln Financial Advisors Corporation
  Frederick, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Frederick, MD

Previous Registrations

• 2002-09-03 → 2025-01-24
  Osaic Fa, Inc.
  Frederick, MD
  Frederick, MD
• 2002-06-26 → 2002-08-16
  Uvest Financial Services Group, Inc.
  Frederick, MD

Other Businesses

1) BRAD W. YOUNG 225 SANDSTONE DRIVE WALKERSVILLE, MD CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECT RENT. START DATE: 05/01/2010 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 2) BRAD W. YOUNG WALKERSVILLE, MD CATEGORY: NOTARY PUBLIC INVESTMENT-RELATED: NO TITLE: NOTARY PUBLIC DUTIES:NOTARIZE DOCUMENTS FOR CLIENTS OF OTHER RRS (NOT HIS OWN CLIENTS). START DATE: 01/01/2003 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 3) BRAD W. YOUNG 201 THOMAS JOHNSON DRIVE, SUITE 200 FREDERICK, MD 21702 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, FIXED LIFE SETTLEMENTS, LONG TERM CARE AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/2005 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 1. 4) BRAD YOUNG WALKERSVILLE, MD CATEGORY: TAX PREPARATION INVESTMENT-RELATED: NO TITLE: TAX PREPARER DUTIES: PREPARE TAX RETURNS. START DATE: 01/01/2004 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0. 5) MT. ST. MARY'S UNIVERSITY WALKERSVILLE, MD CATEGORY: INSTRUCTOR INVESTMENT RELATED: NO TITLE: PROFESSOR DUTIES: TEACH CLASSES IN FINANCE, ECONOMICS AND MARKETS. START DATE: 01/2003 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 1. 6) MARYLAND FINANCIAL PLANNERS, LTD. 201 THOMAS JOHNSON DRIVE, SUITE 200 FREDERICK, MD 21702 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFERS DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE; ENTITY CREATED TO PAY BUSINESS EXPENSES. START DATE: 01/2001 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 15. 7) BRAD W. YOUNG 206 WEST ALBANY AVENUE WALKERSVILLE, MD CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWNS RENTAL PROPERTY AND COLLECTS MONTHLY RENT. START DATE: 06/2010 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 8)FREDERICK COUNTY COUNCIL 12 EAST CHURCH STREET FREDERICK MD CATEGORY: PUBLIC OFFICE SERVICE INVESTMENT RELATED: NO TITLE: ELECTED BOARD MEMBER DUTIES: PERFORM DUTIES OF COUNCIL MEMBER START DATE: 12/2022 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 10 9)FRIENDS OF BRAD YOUNG POSITION: Self NATURE: Running for Reelection to the County Council in Frederick County. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 08/04/2025 ADDRESS: 205 Braeburn Drive, Walkersville MD 21793, United States DESCRIPTION: Campaigning for County Council in Frederick County, MD. Primary in June of 2026 and General Election in November 2026 10) I BELIEVE IN ME BOARD POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 8420 Gas House Pike, Suite G, Frederick MD 21701, United States DESCRIPTION: Quarterly Board Meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-06
• S63 Uniform Securities Agent State Law Examination
  1998-09-09