Unclaimed Profile

Joseph P Young

ACG WEALTH INC.·ATLANTA, Georgia

SIE, Series 7, Series 31, Series 6623 years registeredACG WEALTH INC.

3333 PIEDMONT RD., ATLANTA, GA 30305CRD# 4068656Firm CRD# 150419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph P Young · ATLANTA, GA

Registration

CRD #4068656 · ACG WEALTH INC. · 23 years registered

Brand Profile

Not yet started

Career History

34 FINANCIAL, LLC

Jan 2024 – present

MERCER GLOBAL ADVISORS INC.

Jul 2022 – Apr 2023

Atlanta, GA

ACG WEALTH INC.

Jul 2009 – Dec 2022

ATLANTA, GA

TRIAD ADVISORS, INC.

May 2009 – Aug 2009

ATLANTA, GA

LPL FINANCIAL CORPORATION

Oct 2004 – May 2009

ATLANTA, GA

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Sep 2002 – Oct 2004

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · September 11, 2002

Years registered · 23

Disclosure History

2022Customer Dispute·Settled

2011Customer Dispute·Settled

2007Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ACG WEALTH INC.

CRD 150419 · SEC 801-70298

AUM

$1.2B

Regulatory assets under management

Employees

1,815 client accounts

Services offered by ACG WEALTH INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACG WEALTH INC. →

Introduction

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Frequently Asked Questions

What services does Joseph P Young offer?

Joseph P Young specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Joseph P Young's credentials?

Joseph P Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph P Young located?

Joseph P Young is based in ATLANTA, Georgia, working with ACG WEALTH INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Joseph P Young charge for services?

Joseph P Young's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACG WEALTH INC.?

ACG WEALTH INC. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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