Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Capper Youngblood

Private Advisor Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Capper Youngblood

Daniel Capper Youngblood is an experienced financial professional who is a Registered Representative with Private Advisor Group, LLC. Daniel has been working in the financial industry since 2007. Daniel earned the Certified Financial Planner designation and is licensed to offer financial services in multiple states. The information in this profile includes Daniel's qualifications, licenses, experience and current affiliations. This profile is provided for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities, and does not constitute investment advice.

Firm Information

Daniel Youngblood is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitation/referral

Solicitation/referral

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Youngblood’s Registration & Firm History

TX

02/01/2019 - Present

Private Advisor Group, LLC (Flower Mound TX)

NC

07/03/2008 - 07/01/2011

CLARK SECURITIES, INC. (GREENSBORO NC)

LA

09/18/2007 - 05/27/2008

CAPITAL ONE INVESTMENTS, LLC (NEW ORLEANS LA)

Not sure if Daniel Capper Youngblood is right for you?

Licenses & Designations

BOTH

Issued 09/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Capper Youngblood.
Not sure if Daniel Capper Youngblood is right for you?