Claim Profile
PY

Paul Younkins

TRIBRIDGE PARTNERS FINANCIAL LLC·COLUMBIA, Maryland
Unclaimed Profile
6721 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD 21046CRD# 6375303Firm CRD# 326489
01

About

Paul Younkins is a registered financial advisor based in COLUMBIA, Maryland, affiliated with TRIBRIDGE PARTNERS FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRIBRIDGE PARTNERS FINANCIAL LLC
TRIBRIDGE PARTNERS FINANCIAL LLC
AUM
Regulatory assets under management
Employees
25
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6375303
Firm CRD# 326489
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, Maryland or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Younkins offer?
Paul Younkins specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.
What are Paul Younkins's credentials?
Paul Younkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Younkins located?
Paul Younkins is based in COLUMBIA, Maryland, working with TRIBRIDGE PARTNERS FINANCIAL LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Paul Younkins charge for services?
Paul Younkins's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIBRIDGE PARTNERS FINANCIAL LLC?
TRIBRIDGE PARTNERS FINANCIAL LLC has approximately 25 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty