AdvisorOS Directory
Claim Profile
LY

Leslie Ann Young

INDEPENDENCE ADVISORS, LLC·WAYNE, Pennsylvania
Unclaimed Profile
620 LEE ROAD, WAYNE, PA 19087-5636CRD# 5090886Firm CRD# 153687
01

About

Leslie Ann Young is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with INDEPENDENCE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
INDEPENDENCE ADVISORS, LLC
INDEPENDENCE ADVISORS, LLC
AUM
$1.3B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at INDEPENDENCE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5090886
Firm CRD# 153687
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAYNE?

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

Browse WAYNE AdvisorsAre you this advisor? Claim profile

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 Leslie Ann Young offer?
Leslie Ann Young specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Leslie Ann Young's credentials?
Leslie Ann Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Ann Young located?
Leslie Ann Young is based in WAYNE, Pennsylvania, working with INDEPENDENCE ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Leslie Ann Young charge for services?
Leslie Ann 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 INDEPENDENCE ADVISORS, LLC?
INDEPENDENCE ADVISORS, LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. 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 →
Other advisors in WAYNE
Robert Michael Mitchell — CONESTOGA CAPITAL ADVISORS, LLCWilliam Conaway Martindale — ADONDO CORPORATIONDuane Randall Dorazio — CONESTOGA CAPITAL ADVISORS, LLCMichelle Lynn Patterson — CONESTOGA CAPITAL ADVISORS, LLCRichard John Pinola — GPS INVESTMENT GROUP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile