Jaime Graham
Advisor at Phil A. Younker & Associates, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Phil A. Younker & Associates, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Phil A. Younker & Associates, Ltd.
Location
Fairbanks, AK
Credentials
Series 65
Industry experience
8 years
Fixed fees for Multigenerational Wealth Services are negotiated on a case-by-case basis depending on complexity; fees may be waived for clients with significant assets managed by the firm.
$0.00 - $500,000: 1.00% $500,001+: 0.80%
Abridge Partners, LLC
2007 - 2020 (13 years)
Phil A Younker & Associates, Ltd.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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