Phil Arthur Younker, jr.
Investment adviser representative at Phil A. Younker & Associates, Ltd.
40 yearsExperience
2 statesRegistered in
$202.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
40 years in the industry.
- Phil A. Younker & Associates, Ltd.Dec 2020 to now
- Phil Younker & AssociatesDec 1986 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 2 states (AK, TX).
Phil A. Younker & Associates, Ltd.
$202.2MAssets managed
113Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1435351
- Firm CRD
- 311775