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Emily Raven Young

Advisor at Truist Advisory Services — Lane Rocky Mount, VA

Updated today

Credentials

Series 66

Experience

17 years

Location

Lane Rocky Mount, VA 24151

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,983

Across 653 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Emily Young is a financial advisor at Truist Advisory Services with 17 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services and Suntrust Investment Services since 2015. Outside of her advisory role, she works as a delivery person for Roadie, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager relationships.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Lane Rocky Mount, VA

45 Powder Creek Ln, Fl 1

Lane Rocky Mount VA 24151

Advisors at this office

2

Most active in

Texas · Virginia

Work history

17 years of industry experience

SunTrust Advisory Services

2016 - Present • 10 years

Atlanta, GA

Suntrust Investment Services

2015 - Present • 11 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brandon B

Series 63, Series 65

Wirtz, VA

Sequent Planning, Llc

Brandon Blankenship is a financial advisor at Sequent Planning, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Blankenship owns and operates an online home decor store. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, third-party model access, and retirement-plan services. The firm employs a structured risk framework and delivers advisory services through a network of approximately 97 investment adviser representatives.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Jon D

ChFC®, Series 63

Hardy, VA

Lombard Advisers Incorporated

Jon Dabareiner is a financial advisor at Lombard Advisers Incorporated with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Lombard Advisers since 2017. Dabareiner serves on the board of the Smith Mountain Lake Boating Association, which focuses on boating safety and boater rights. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, employing fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

College savings (529s, UTMA, etc.)
user avatar

Christene M

Series 63, Series 66

Rocky Mount, VA

OSAIC Institutions, INC.

Christene Mcnew is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior work includes roles at Infinex Investments, Inc., LPL Financial, LLC, and New Peoples Bank. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, access to alternative investments, and lending solutions, with a notable focus on non-discretionary assets and integrated advisory and brokerage capabilities.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Charles M

CFP®, Series 66

Rocky Mount, VA

Truist Advisory Services

Charles Mitchell Jr. is a CFP® professional with 18 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, LLC and BB&T Investments. Outside of his advisory work, Mitchell owns several residential rental properties managed by third parties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and consulting services supported by third-party platforms and emphasizes integrated inter-affiliate service arrangements.

Founder/Business Owner Executive

Mark M

CFP®, Series 63, Series 65

mONETA, VA

Edward Jones

Mark Mellon is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the general manager of MM Capital Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
user avatar

Derek L

CFP®, Series 66

Rocky Mount, VA

Cetera

Derek Layman is a CFP® professional with 15 years of experience, currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services, LLC since 2015 and also operates Layman Financial, a financial advisory and planning service. Outside of his financial career, he serves as a pastor at Christ Community Church and is vice chairperson of the board of Lake Christian Ministries. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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