BY
BY

Barry Scott Young

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
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Location

Coral Springs, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barry owns White Wealth Management, LLC, providing wealth management, retirement planning, and financial planning services. He is also the president of Barry Young Enterprises Inc., selling insurance for commission, dedicating about half his time to this activity.

Employment History
Current Registrations
Gradient Advisors, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Whitestone Wealth Management, LLC
October 2012 - October 2017 · 5 yrs
Global Financial Private Capital, LLC
March 2010 - October 2012 · 2 yrs 7 mos
Whitestone Wealth Management LLC
April 2009 - December 2010 · 1 yr 8 mos
USA Financial Securities Corporation
May 2008 - December 2008 · 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Barry Scott Young - Financial Advisor | TrueAdvisor