| Advisor Profile |
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| Name: |
William (Bill) Young |
| Phone Number: |
(412) 943-7728 |
| Website: |
Visit Website
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| Research This Advisor |
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| Request More Information |
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| Disclaimer |
| http://www.ameripriseadvisors.com/william.j.young/ |
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Business Description |
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General Information |
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| Insurance License#: |
320411
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| Name of Broker/Dealer: |
Ameriprise Financial Services Inc.
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| Name of Custodial Firm: |
Ameriprise Financial Services Inc.
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| States Licensed in: |
PA, WV, VA, OH, IN, IL, FL, MO AZ, MD
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| States Willing to do Business in: |
PA, WV, VA, OH, IN, IL, FL, MO AZ, MD
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| Years of Experience in Financial Services: |
8
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| Number of Years with Current Firm: |
8
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| Work Experience: |
30 Years at IBM - retired
8 years at Ameriprise Financial - financial planning, retirement planning, small business retirement plans, insurance
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| I work with the following types of clients: |
Businesses, Individual Investors
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Services |
| Investment Types: |
Options & Futures, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®)
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Health, Annuity, Disability, Long Term Care, Variable Annuity, Life, Variable Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Advisor's Number of Clients: |
114
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| Advisor's Number of Managed Clients: |
20
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| Advisor's Number of Planning Clients: |
48
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| Assets Managed by Advisor: |
$16,000,000
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Commissions, Flat Fee, Based on Assets
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| Flat Fee Rate: |
$600-$3000
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| Minimum Fee Charged for Managed Accounts: |
NA
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| Minimum Fee Charged for Hourly Planning Accounts: |
NA
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| Minimum Fee Charged for Flat Fee Accounts: |
$600
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| Prepared By: |
William (Bill) Young |
Frequently Asked Questions |
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