Thomas Wayne Young

ChFC

Pl Wealth Advisors, LLC

41 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance Planning

Pl Wealth Advisors, LLC

Compensation

Fixed/Hourly

Firm Size

7 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Fee Structure

Financial Planning:Investment management only

Location

650 South 500 West, Suite 128, Salt Lake City, UT, 84101

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History

Regulatory History (1)

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Customer Dispute

March 1994

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Thomas is a licensed insurance agent selling fixed insurance products, dedicating nearly full-time hours to this. He also engages in public speaking, educational training for insurance agents, and directs a non-profit providing financial education, while also serving as Vice Chairman of the Board for a non-profit and Trustee for special needs trusts.

Employment History

Current Registrations

Pl Wealth Advisors, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Prosperity Economics Partners, LLC

November 2018 - February 2021 · 2 yrs 3 mos

Madison Avenue Securities, LLC

January 2013 - November 2018 · 5 yrs 10 mos

Madison Avenue Securities, LLCBroker

January 2013 - November 2018 · 5 yrs 10 mos

Ameritas Investment CORP

November 2003 - December 2012 · 9 yrs 1 mo

Ameritas Investment CORP.Broker

September 1999 - December 2012 · 13 yrs 3 mos

Walnut Street Securities, INC.Broker

July 1985 - August 1999 · 14 yrs 1 mo

General American Life Insurance CompanyBroker

April 1983 - January 1987 · 3 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.