Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Mark Young & Associates |
| Address: |
11960 Westline Industrial |
| City: |
St. Louis |
| State: |
MO |
| Zip Code: |
63146 |
| Telephone: |
(314) 434 - 0275 |
| Fax: |
(314) 434 - 6846 |
| Web Site: |
markyoungassociates.com |
| |
| For over 10 years we have specialized in Federal
employee's benefits. We offer active management of your TSP, along with comprehensive
planning. Be sure to check out our book at www.eztsp.com |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Mark Young |
(314) 434 - 0275 |
Mark@markyoungassociates.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 7, 65, 63, 24
Insurance Licenses (Life, Health, Disability, etc): Life,
health
Other Licenses and Designations (ChFEBCSM, CFP®,
CPA, etc.): ChFEBC, MBA, CFS
Education/Area of Study: MBA Finances
Associations and Affiliations:
Experience:
I have / The office has been providing financial and/or related advice to clients
for 15 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
X |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
--- |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
X |
Stock and bond brokerage |
--- |
Other: |
Specialty:
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Linsco/Private Ledger |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
