Unclaimed
David William Young is an investment advisor representative with Eversource Wealth Advisors, LLC. David has over 30 years of experience in the financial services industry and is a registered investment advisor in Virginia and Texas. David William Young has been president of Clarion Wealth Management Partners, LLC since May 2009. Clarion Wealth Management Partners provides administrative support for David and other advisors on the Clarion team of EverSource Wealth Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
03/08/2024 - Present
Eversource Wealth Advisors, LLC (Fairfax VA)
VA
02/04/2009 - 03/08/2024
COMMONWEALTH FINANCIAL NETWORK (FAIRFAX VA)
VA
10/31/2005 - 02/05/2009
SAGEPOINT FINANCIAL, INC. (FAIRFAX VA)
AZ
11/04/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
12/23/1993 - 11/03/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/23/1993 - 11/03/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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