W. Steve Marbert

Richard Young Associates, Ltd.

205 Hudson Trace

Augusta, GA 30907

706-739-0725

Working Hard for Your Financial Security and Peace of Mind

About Richard Young Associates, Ltd.

Our mission is to help clients obtain financial security and peace of mind while adhering to our values of integrity, honesty and glorifying God. We strive to help you achieve your goals and objectives by employing the latest academic research in planning and money management. We pride ourselves in providing impeccable client service and excellent financial advice.

General Information

Firm Start Year

1974

No.of Employees

10-19

CRD#

2590560

Firm CRD#

126124

Years of Experience in Financial Services

Number of Years with Current Firm

Foreign Languages Serviced

None

Advisory Services Provided

Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types

Bonds, Stocks, Annuities, Mutual Funds, Stocks Mutual Funds

I can meet clients in the following ways

At your office, Via Email, At my office, At your home, Our Offices, Video Conference, Via Phone

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Assets Managed by Firm

Yes

Compensation and Fees

Fee Structure

Fee Only

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