Advisors at this firm
Ty Y
Series 63, Series 65
Atlanta, GA
Young Investment Advisors, Inc
Ty Young is the principal of Young Investment Advisors, Inc. in Atlanta, GA, with 22 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and has operated Young Investment Advisors since 1998, as well as Ty J. Young, Inc. since 2009. Outside of advisory services, he owns and operates a racing team and manages consulting and oversight activities for his businesses. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and exchange-traded funds, offers advice on a non-discretionary basis, and utilizes third-party research to guide asset allocation.
Parker P
Series 65
Atlanta, GA
Young Investment Advisors, Inc
Parker Philpot is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning services to individual clients, focusing on retirement and estate planning. The firm follows a balanced strategy primarily recommending mutual funds and ETFs, offering non-discretionary advice through one-time or ongoing engagements.
Jeffrey C
Series 65
Atlanta, GA
Young Investment Advisors, Inc
Jeffrey Curtis is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. Prior to his current role, he was involved with OfficeZilla, an e-commerce office-supply company, where he served as a franchise partner and silent investor. Young Investment Advisors provides investment consulting and financial planning primarily to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy that typically includes mutual funds and ETFs, delivering advice on a non-discretionary basis through written recommendations, quarterly reviews, and periodic meetings.
Brian H
Series 65
Atlanta, GA
Young Investment Advisors, Inc
Brian Houghton is a financial advisor at Young Investment Advisors, Inc. based in Atlanta, GA, holding a Series 65 designation with eight years of industry experience. He has been with Ty J. Young, Inc. since 2014. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm offers balanced investment strategies primarily through mutual funds and ETFs, delivering advice on a non-discretionary basis with quarterly reviews and periodic meetings.
Jonathan B
Series 63, Series 65
Atlanta, GA
Young Investment Advisors, Inc
Jonathan Bermudez is a financial advisor with Young Investment Advisors, Inc in Atlanta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Voya Financial Advisors and Ameritas Investment Corp, among others. Bermudez is also a licensed independent insurance agent, offering fixed insurance products. Young Investment Advisors provides investment consulting and financial planning services to individual clients, focusing on retirement and estate planning. The firm employs a balanced strategy using mutual funds and ETFs, delivers non-discretionary advice based on client information, and offers both one-time and ongoing retainer engagements.
Michael Y
Series 65
Atlanta, GA
Young Investment Advisors, Inc
Michael Young is a Series 65-licensed financial advisor based in Atlanta, GA, currently serving as the sole advisor at Young Investment Advisors, Inc. He has one year of experience in wealth management following seven years at Dell Computers and four years at the University of Tennessee. Young Investment Advisors provides investment consulting and financial planning to individual clients, focusing on retirement and estate planning. The firm employs a balanced investment strategy, primarily recommending mutual funds and occasionally exchange-traded funds, with advice based on client-provided financial information and supported by third-party research.