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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Richard Younts, Financial Advisor with Raymond James Financial Services

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Charlotte, NC
Richard Younts, Financial Advisor with Raymond James Financial Services

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Personalized planning for your financial goals. Rick is committed to providing honest and compassionate financial guidance for his clients.

He offers assistance in comprehensive financial planning services, specializing in insurance and retirement planning. He strives to help clients maintain financial confidence, and has expertise in managing financial risk and developing customized strategies to navigate life’s unexpected challenges. Before joining Raymond James, Rick is an owner and financial advisor at Lake Norman Financial for over a decade. He earned a bachelor’s degree in marketing and finance from Western Carolina University. Rick is active in his community as a member of the North Mecklenburg Rotary Club and Lake Norman Baptist Church. Originally from Advance, North Carolina, he lives in Cornelius, and has two children, Bailey and Dillon.

11/03/2026

Oil prices fall as hopes rise for a US-Iran deal, pushing treasury yields toward a two-month low. Meanwhile, Consumer Discretionary stocks rally. CIO Larry Adam digs deeper in today's Up & Adam.

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11/02/2026

Senior Strategist Doug Drabik discusses that the measure of a successful swap is not simply a higher coupon or yield, but whether the transaction improves the portfolio in a way that justifies its costs and tradeoffs. Understanding what is gained, what is surrendered, and how the exchange supports the investor's objectives is what makes a swap successful.

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11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

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11/02/2026

Nov. 2 - Equity futures point to a higher open this morning, with AI-related stocks and semiconductors showing signs of a rebound following last week's sharp losses.

Read more in the Morning Brew.

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11/02/2026

Despite a scare for markets, our long-term outlook remains constructive. Demand for AI solutions is still accelerating as the focus stays on earnings. CIO Larry Adam digs deeper in today's Up & Adam.

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10/30/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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10/30/2026

With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief Investment Officer Larry Adam examines what the election outcomes could mean for the economy and financial markets.

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10/30/2026

The US economy remains strong, but growth is becoming increasingly concentrated in AI investment. Raymond James Chief Economist Eugenio Alemán explores the dynamics in the latest Weekly Economics.

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10/30/2026

Oct. 30 - Tech stocks face substantial pressure again following disappointing earnings from a large Consumer Discretionary company and weak guidance from a large semiconductor company. NASDAQ futures are down more than 2.0%.

Read more in the Morning Brew.

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Address

Charlotte, NC

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

(704) 655-0179

Website

http://www.raymondjames.com/lknf

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