Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby J. Young is a financial advisor with LPL Financial LLC. Colby has been in the financial services industry for over 10 years and is registered with the Financial Industry Regulatory Authority (FINRA) as well as with the states of Arizona, California, Colorado, Florida, Hawaii, Idaho, Kansas, Montana, Nebraska, Nevada, New Mexico, North Carolina, South Dakota, Texas, Utah, and Washington. Colby holds the Series 63, Series 66, and Series 7 securities licenses, as well as the SIE exam. Colby is also a Certified Financial Planner (CFP). Colby is a part of Mountain America Investment Services, a DBA for LPL Financial LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
06/11/2014 - Present
LPL Financial LLC (RICHFIELD UT)
UT
12/04/2012 - 03/27/2013
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 06/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Colby Young is the right advisor for you? Invested Better is here to help.
