Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Young is a financial advisor at Sovran Advisors, LLC. Brian has been in the financial services industry since 2008 and has a strong track record of success in providing financial planning and asset management services. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 6, 63 and 65 licenses. Brian is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/05/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
04/24/2019 - 03/06/2024
MML INVESTORS SERVICES, LLC (Costa Mesa CA)
CA
09/16/2013 - 05/08/2019
PARK AVENUE SECURITIES LLC (NEWPORT BEACH CA)
CA
04/06/2011 - 08/29/2013
MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)
CA
02/26/2008 - 04/08/2011
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IRVINE CA)
IA
Issued 09/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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