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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Lynn Young is a registered investment advisor representative with Kovitz Investment Group Partners, LLC. Erica Lynn Young is registered to provide investment advice in South Dakota. Erica Lynn Young has been in the industry for over 20 years and has experience working with UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Waddell & Reed, Inc., and CitiCorp Investment Services.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
SD
01/07/2025 - Present
Kovitz Investment Group Partners, LLC (Sioux Falls SD)
SD
11/20/2008 - 01/27/2014
UBS FINANCIAL SERVICES INC. (SIOUX FALLS SD)
SD
05/20/2003 - 11/24/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SIOUX FALLS SD)
KS
10/07/1999 - 03/13/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
08/22/1989 - 04/06/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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