Unclaimed
David Young is an investment advisor representative with Anfield Capital Management, LLC. David has over 20 years of experience in the financial services industry, specializing in portfolio management for businesses, individuals, and investment companies. He is a Chartered Financial Analyst and holds Series 3, 6, 7, and 63 licenses. Previously, David has held positions at Allianz Global Investors Distributors LLC, Pacific Mutual Distributors, Inc., and Griffin Financial Services. David has been with Anfield Capital Management, LLC since 2009.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Speaking engagements and presentations
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.
1
2
CA
03/15/2013 - Present
Anfield Capital Management, LLC (IRVINE CA)
CA
11/21/1994 - 01/08/2009
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
CA
04/08/1994 - 11/21/1994
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NA
06/20/1988 - 10/03/1988
GRIFFIN FINANCIAL SERVICES
NA
09/22/1987 - 01/26/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 05/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1997
Series 3 - National Commodity Futures Examination
BC
Issued 04/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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