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Justin David Folsom

Richard Young Associates, Ltd.

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About Justin David Folsom

Justin David Folsom is an investment advisor representative at Richard Young Associates, Ltd. with over 7 years of experience in the financial industry. Justin specializes in working with individuals, high-net-worth individuals, and charitable organizations. Justin has a Series 65 license. Justin also provides financial planning and educational seminars to clients. Richard Young Associates, Ltd. is a registered investment advisor located in Augusta, Georgia. The firm has 7 investment advisor representatives and manages over $837 million in assets.

Firm Information

Justin Folsom is currently registered with Richard Young Associates, Ltd.. Richard Young Associates, Ltd. is an investment advisor headquartered in Augusta, GA. They provide financial planning and portfolio management services to individuals and businesses, with a focus on high-net-worth individuals and those seeking retirement planning advice. They also offer educational seminars and have over $837 million in regulatory assets under management.
Richard Young Associates, Ltd.

205 HUDSON TRACE

AUGUSTA, GA 30907

$837.48M

Assets Under Management

Not reported

Total Clients

8

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Justin Folsom’s Registration & Firm History

GA

12/07/2023 - Present

Richard Young Associates, Ltd. (AUGUSTA GA)

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Licenses & Designations

IA

Issued 12/03/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin David Folsom.
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