Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Young is a financial advisor with over 30 years of experience in the industry. David is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with several other firms including H. Beck, Inc., Sammons Securities Company, LLC, Walnut Street Securities, Inc., North American Management, Inc. and Franklin Financial Services Corporation. David is a Chartered Financial Consultant and is licensed to sell insurance. David offers a variety of services including financial planning, portfolio management, pension consulting and educational seminars. David is committed to providing his clients with personalized service and helping them 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
01/03/2017 - Present
Cambridge Investment Research Advisors, Inc. (Kent OH)
OH
06/24/2002 - 09/01/2016
H. BECK, INC. (KENT OH)
MI
02/09/2002 - 08/09/2002
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
06/01/1996 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SD
12/14/1993 - 06/01/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
TX
09/23/1986 - 12/16/1993
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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