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Joseph P Young

34 Financial, LLC

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About Joseph P Young

Joseph Young is an investment advisor representative with 34 Financial, LLC based in Atlanta, Georgia. Joseph has been in the industry since 1999 and is currently registered with the state of Georgia. 34 Financial, LLC offers investment advisory services to individuals.

Firm Information

Joseph Young is currently registered with 34 Financial, LLC. 34 Financial, LLC is an investment advisor that manages portfolios for individuals. They have 1 licensed agent and 2 investment advisor representatives. The firm does not manage assets for pooled investment vehicles, investment companies, businesses, or corporations.

Not reported

Assets Under Management

Not reported

Total Clients

2

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Joseph Young’s Registration & Firm History

GA

01/18/2024 - Present

34 Financial, LLC (Atlanta GA)

GA

02/27/2017 - 03/25/2022

ARKADIOS CAPITAL (Atlanta GA)

GA

05/22/2009 - 04/04/2017

TRIAD ADVISORS, INC. (ATLANTA GA)

GA

10/19/2004 - 05/27/2009

LPL FINANCIAL CORPORATION (ATLANTA GA)

MO

08/09/2002 - 10/27/2004

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)

TN

01/08/2001 - 08/19/2002

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

TX

11/22/1999 - 01/16/2001

TEJAS SECURITIES GROUP, INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 12/07/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 11/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Joseph P Young. Review regulatory record here.
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