Gregory Young is a CFP, ChFC-designated registered investment advisor at Apforia, based in Virginia Beach, VA, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Federal Employees, Financial Planning & Coaching, and 3 more. Their firm serves 385 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APFORIA's Tenant Firms/IARs offer investment management services based on a percentage of your portfolio. The annual fee ranges from 0.25% to 2.00% of the value of your investments. The fee is billed either monthly or quarterly. Some Tenant Firms/IARs may determine your fee for investment management as a flat annual fee based on factors other than a percentage of your assets under management. If your investment advisor representative is using an Outside Manager, the above fee schedules (Asset Under Management/Flat Annual Fee for Investment Management) do not include the Outside Manager’s fee.
Contact
Gregory Young
Location
582 Lynnhaven Parkway, Ste 102, Virginia Beach, VA, 23452
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Regulatory History
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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Gregory is an adjunct professor at Johnson & Wales University in the Business, Finance, & Accounting Department since March 2020. This academic activity takes minimal time.
Employment History
Current Registrations
Apforia
Previous Registrations
Ahead Full Wealth Management, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
Additional Information
I am a fee-only financial planner and the founder of Ahead Full Wealth Management. I help people who use their money and careers to care for others feel confident their financial decisions move them in the right direction. My free time is spent traveling to Disney with my wife and two girls.