Thomas Young
Thomas Young is a ChFC-designated registered investment advisor at Pl Wealth Advisors, LLC, based in Salt Lake City, UT, with 41 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PL Wealth Advisors does not directly manage investments. They can refer you to third-party managers who will manage your investments for a fee. PL Wealth Advisors may receive a portion of the management fee charged by the third-party manager, ranging from 0.50% to 1.50% annually. This fee is included in the overall management fees charged by the third-party manager.
Location
650 South 500 West, Suite 128, Salt Lake City, UT, 84101
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Regulatory History (1)
Customer Dispute
March 1994Other 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
Previous Registrations
Prosperity Economics Partners, LLC
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Walnut Street Securities, INC.Broker
General American Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.