Charles Joseph Young
Investment adviser representative at Bip Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.3BFirm assets
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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
- Seminars and workshops
Experience
12 years in the industry.
- Bip Wealth, LLCJul 2023 to now
- The Vanguard Group, Inc.Jun 2022 to Jul 2023
- Jonathan D Rosen Family FoundationJun 2021 to Aug 2021
- Georgia Institute of TechnologyAug 2019 to May 2022
- Georgia State UniversityAug 2018 to May 2019
- Parkview High SchoolAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 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
- 7563120
- Firm CRD
- 143208