Allison Katherine Young
Investment adviser representative at Young Richard C & Co Ltd
27 yearsExperience
3 statesRegistered in
$1.8BFirm assets
36 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Young Richard C & Co LtdJan 2003 to now
- Richard C. Young & Co., Ltd.May 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (FL, RI, TX).
Young Richard C & Co Ltd
$1.8BAssets managed
813Clients
9Advisers
36 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
- 3215304
- Firm CRD
- 105866