Teresa Young has been an investment adviser representative at First Advisors National since December 2023, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Teresa Young’s longest registration was 3 years at LPL Financial LLC (2014–2018). Before joining First Advisors National in 2023, Teresa Young was registered through W&S Brokerage Services, Inc. and LPL Financial LLC.
- First Advisors National, LLCCurrent– present · 2 yearsHoffman Estates, IL · Adviser representative · Firm CRD 166212
- W&S Brokerage Services, Inc.– · 2 yearsRosemont, IL · Adviser representative · Firm CRD 8099
- LPL Financial LLC– · 3 yearsRolling Meadows, IL · Adviser representative · Firm CRD 6413
- Fifth Third Securities, Inc.– · 1 yearPalatine, IL · Adviser representative · Firm CRD 628
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearHonolulu, HI · Adviser representative · Firm CRD 7691
- Axa Advisors, LLC– · under a yearOakbrook, IL · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Teresa Young is registered as an investment adviser representative in Illinois, since December 2023.
- IllinoisSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 24 February 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 August 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 April 2004 |
| Series 7 | General Securities Representative Examination | 7 April 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 May 2001 |
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 4366906
- Firm
- First Advisors National · CRD 166212
- Office
- Hoffman Estates, IL
- Registration
- Investment adviser registration
- In the industry since
- December 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Teresa Young work?
Teresa Young is an investment adviser representative registered through First Advisors National, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Teresa Young a financial advisor?
Yes. Teresa Young has a current investment-adviser registration in Illinois, through First Advisors National since December 2023.
How many years of experience does Teresa Young have?
Teresa Young has 18 years in the financial industry, since December 2007, across 6 adviser firms.
What exams has Teresa Young passed?
Teresa Young has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 65, Series 66 and Series 26. The earliest, the Series 63, was passed in May 2001. FINRA credited Teresa Young with the SIE, which began in October 2018.
Where did Teresa Young work before First Advisors National?
Before First Advisors National, Teresa Young was registered through W&S Brokerage Services, Inc., February 2019 to December 2021; LPL Financial LLC, December 2014 to November 2018; Fifth Third Securities, Inc., December 2011 to January 2013; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2010 to December 2011; Axa Advisors, LLC, January 2005 to June 2005.
Where is Teresa Young based?
Teresa Young’s registered office is in Hoffman Estates, IL.
Is Teresa Young registered with FINRA?
No. Teresa Young has no current broker registration.
How can I verify Teresa Young’s record?
Search CRD 4366906 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Teresa Young’s full registration record.
