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Lonnie E Young

Avantax Investment Services, Inc.

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About Lonnie E Young

Lonnie E. Young is a financial advisor registered with Avantax Investment Services, Inc. Lonnie has over 20 years of experience in the financial services industry. Lonnie is licensed to provide investment advice in Colorado, Florida, Georgia and New York. Lonnie has a strong track record of providing investment advice and helping clients achieve their financial goals. Prior to joining Avantax Investment Services, Inc., Lonnie was employed at MetLife Securities Inc. and Metropolitan Life Insurance Company.

Firm Information

Lonnie Young is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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Lonnie Young’s Registration & Firm History

FL

08/22/2007 - Present

Avantax Investment Services, Inc. (LAKE MARY FL)

FL

01/26/2005 - 07/23/2007

METLIFE SECURITIES INC. (ORLANDO FL)

FL

01/26/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)

FL

06/07/1999 - 12/31/2004

G. A. REPPLE & COMPANY (CASSELBERRY FL)

CT

01/29/1999 - 06/16/1999

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 01/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lonnie E Young.
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