Richard Young, financial advisor Fountain Hills AZ

Richard Young

CRD Number: 1063562
Current Firm: Young Capital Management Inc.

Richard Young (CRD# 1063562) is an Investment Advisor Representative working at Young Capital Management Inc. in Fountain Hills, AZ and has over 37 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Fountain Hills AZ
Alexander G. Koury, CFP®
CRD# 5607498
Commonwealth Financial Network
Similar Advisors
James Davis, CFP®, financial advisor Fountain Hills AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Similar Advisors
George Henderson, financial advisor Fountain Hills AZ
George T. Henderson
CRD# 6400364
Comerica Securities
Company Name Location Dates Years
Young Capital Management Fountain Hills, AZ Sep 1990 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
S65 NASAA Investment Advisors Law Examination Jun 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Richard M. Young
Phone Number: 480-837-7507
Firm Website: http://youngcapital.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $406,038
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
Types of Clients
Registered States

AZ

Ready to hire a financial advisor? Get competitive proposals from multiple 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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.