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Julie Z Young

Charles Schwab & CO., Inc.

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About Julie Z Young

Julie Young is a financial advisor with Charles Schwab & CO., Inc. Julie has been in the securities industry since June 2002. Julie is registered with FINRA and has Series 7 and Series 66 securities licenses. Julie is also registered with the state of Texas. Julie has worked with First Allied Securities, Inc. and Fidelity Brokerage Services LLC prior to joining Charles Schwab. Julie's background includes experience in construction. Julie is also a member/owner of Pine Ridge Electric LLC. Julie's current office is located at 11800 Schwab Way, Austin, TX 78758.

Firm Information

Julie Young is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

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

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Julie Young’s Registration & Firm History

TX

10/22/2009 - Present

Charles Schwab & CO., Inc. (Austin TX)

TX

08/08/2008 - 10/01/2009

FIRST ALLIED SECURITIES, INC. (ROUND ROCK TX)

MA

06/19/2002 - 10/31/2007

FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)

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Licenses & Designations

BOTH

Issued 09/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Julie Z Young.
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