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Amy Lynn Evans

YOUNG RICHARD C & CO LTD·NEWPORT, Rhode Island
Series 63, Series 65Clean record22 years registeredYOUNG RICHARD C & CO LTD
98 WILLIAM STREET, NEWPORT, RI 02840CRD# 4725208Firm CRD# 105866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Lynn Evans · NEWPORT, RI
Registration
CRD #4725208 · YOUNG RICHARD C & CO LTD · 22 years registered
Brand Profile
Not yet started
01

Career History

YOUNG RICHARD C & CO LTD
Oct 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Series 65
Registration record
First registered · October 27, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
YOUNG RICHARD C & CO LTD
CRD 105866 · SEC 801-35765
AUM
$1.4B
Regulatory assets under management
Employees
13
1,992 client accounts
Services offered by YOUNG RICHARD C & CO LTD
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 YOUNG RICHARD C & CO LTD →
Introduction

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Frequently Asked Questions

What services does Amy Lynn Evans offer?
Amy Lynn Evans specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWPORT, Rhode Island for a consultation.
What are Amy Lynn Evans's credentials?
Amy Lynn Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Lynn Evans located?
Amy Lynn Evans is based in NEWPORT, Rhode Island, working with YOUNG RICHARD C & CO LTD. Their office serves clients in the NEWPORT metropolitan area and surrounding communities.
How does Amy Lynn Evans charge for services?
Amy Lynn Evans's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YOUNG RICHARD C & CO LTD?
YOUNG RICHARD C & CO LTD has approximately 13 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at YOUNG RICHARD C & CO LTD

Christopher John Stack
NEWPORT, RI
Jeremy David Jones
NEWPORT, RI
Matthew Alexander Young
NEWPORT, RI
Richard Carlyle Young
NEWPORT, RI

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Nearby cities in Rhode Island
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Research
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