Unclaimed Profile

Carl Albert Youngdale

ADVISOR FINANCIAL SERVICES, LLP·WOODSTOCK, Georgia

Series 65Clean record21 years registeredADVISOR FINANCIAL SERVICES, LLP

302 CREEKSTONE RIDGE, WOODSTOCK, GA 30188CRD# 4381310Firm CRD# 110115

Profile Verification

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

Identity

Carl Albert Youngdale · WOODSTOCK, GA

Registration

CRD #4381310 · ADVISOR FINANCIAL SERVICES, LLP · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVISOR FINANCIAL SERVICES, LLP

ALLWORTH FINANCIAL, L.P.

Jan 2020 – Jul 2022

SACRAMENTO, CA

RAA

Jul 2016 – Jan 2020

Kennesaw, GA

ADVISOR FINANCIAL SERVICES, LLP

Apr 2005 – Nov 2016

WOODSTOCK, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 6, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISOR FINANCIAL SERVICES, LLP

CRD 110115 · SEC 801-60222

AUM

$512M

Regulatory assets under management

Employees

1,776 client accounts

Services offered by ADVISOR FINANCIAL SERVICES, LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVISOR FINANCIAL SERVICES, LLP →

Introduction

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Frequently Asked Questions

What services does Carl Albert Youngdale offer?

Carl Albert Youngdale specializes in Financial Planning, Investment Management.

What are Carl Albert Youngdale's credentials?

Carl Albert Youngdale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Albert Youngdale located?

Carl Albert Youngdale is based in WOODSTOCK, Georgia, last registered with ADVISOR FINANCIAL SERVICES, LLP.

How does Carl Albert Youngdale charge for services?

Carl Albert Youngdale'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 ADVISOR FINANCIAL SERVICES, LLP?

ADVISOR FINANCIAL SERVICES, LLP has approximately 16 employees and manages $512M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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