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Mark Andrew Young

Prosperity Wealth Management, Inc.

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About Mark Andrew Young

Mark Andrew Young is an investment advisor representative for Prosperity Wealth Management, Inc. Mark has been in the industry since 1991 and has experience in providing investment advisory services to individuals and families. Mark is a licensed insurance agent.

Firm Information

Mark Young is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

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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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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fixed fees

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

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percentage of assets

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

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Mark Young’s Registration & Firm History

IL

03/16/2020 - Present

Prosperity Wealth Management, Inc. (Elsah IL)

CT

10/06/2015 - 01/11/2016

NATIONAL PLANNING CORPORATION (GLASTONBURY CT)

IL

09/20/2010 - 10/09/2015

J.P. TURNER & COMPANY, L.L.C. (ELSAH IL)

IL

06/01/2001 - 10/06/2010

LPL FINANCIAL CORPORATION (ELSAH IL)

CT

06/28/1995 - 06/18/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

CA

02/22/1994 - 06/29/1995

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NA

07/30/1993 - 02/28/1994

BUCKHEAD FINANCIAL CORPORATION

CT

03/15/1993 - 07/14/1993

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

CT

10/09/1991 - 03/15/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

IA

Issued 01/24/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Mark Andrew Young. Review regulatory record here.
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