Adam Youngman
Investment Adviser Representative | Managing Associate
- Role
- Investment Adviser Representative Managing Associate at Consolidated Planning, Inc.
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Adam Youngman
At Consolidated Planning ATL, our team advisors help clients and families ORGANIZE…
Experience
Investment Adviser Representative Managing Associate
Dec 2022 — Present · Atlanta, GA, US
As an Investment Adviser Representative, I help educate my clients on the importance of saving and protecting their wealth. By building strong relationships with each client, I learn how to best meet their goals and objectives by providing comprehensive financial strategies to help protect, grow and preserve what matters most to each client.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 70••••••07. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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