Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
41yrs
Based in Salt Lake City, Utah, Thomas Young is a fiduciary financial advisor with 41 years of industry experience. Thomas joined PL Wealth Advisors in 2022, after two years at Prosperity Economics Partners and six years at Madison Avenue Securities. Thomas holds the ChFC designation.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top advisor by experience at PL Wealth Advisors
Office650 South 500 West Suite 128, Salt Lake City, UT 84101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$232,405
Advisors at the firm8
States licensed ?1 state
Services through PL Wealth Advisors
Financial planningChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowPL Wealth Advisors, LLCCurrent firm
- 2018 – 2021Prosperity Economics Partners, LLCPreviously
- 2013 – 2018Madison Avenue Securities, LLCPreviously
- 2003 – 2012Ameritas Investment Company, LLCPreviously
Contact Thomas
(800) 870-8670PL Wealth Advisors main office 650 South 500 West Suite 128Salt Lake City, UT 84101Office · Get directions Firm websiteplwealthadvisors.com
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call PL Wealth Advisors at (800) 870-8670 and ask for Thomas Young. Thomas works from the Salt Lake City, UT office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1985, about 41 years. Top advisor by experience at PL Wealth Advisors.
What licenses does Thomas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
PL Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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