Sherrill Young, financial advisor Hickory NC

Sherrill Young

CRD Number: 826838
Current Firm: Raymond James Financial Services Advisors, Inc.

Sherrill Young (CRD# 826838) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hickory, NC and has over 41 years of experience in the finance industry. Sherrill Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Jeffrey Almond, financial advisor Hickory NC
Jeffrey S. Almond
CRD# 7063689
Edward Jones
Similar Advisors
Franklin Anderson, financial advisor Hickory NC
Franklin D. Anderson
CRD# 5699012
Edward Jones
Similar Advisors
Toni Anderson, financial advisor Hickory NC
Toni C. Anderson
CRD# 5699016
Edward Jones
Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Hickory, NC Jan 2019 - Current 5
Resource Partners, LLC Hickory, NC Mar 2006 - Current 18
Insurance-non Variable Hickory, NC Dec 2002 - Current 21
Raymond James Financial Services, Inc. Hickory, NC Nov 1989 - Current 34
Mass Mutual Life Insurance Charlotte, NC Jun 1976 - Current 47
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for Sherrill F. Young
Phone Number: 727-567-3020
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Sherrill Young and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.