Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Young is a financial advisor with over 25 years of experience in the industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional with a Series 65, Series 63, Series 24, Series 31 and Series 7 license. Christopher is currently registered with Mercer Global Advisors Inc. and provides a range of services including financial planning, estate planning, tax return preparation, consultation, trust services, and investment management for individuals, businesses, and pension plans. Christopher was previously registered with RAYMOND JAMES FINANCIAL SERVICES, INC. and has also been involved with Quest Capital Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
06/29/2023 - Present
Mercer Global Advisors Inc. (Dallas TX)
TX
10/09/1996 - 04/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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