Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Young is a financial advisor with Trilogy Capital, Inc. in Irvine, California. James has been working in the financial services industry since 2001. James is a Registered Investment Advisor and is licensed in California and Texas. James has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. James provides investment advisory, financial planning, and portfolio management services. James also has experience with life and term insurance, long-term care insurance, and disability insurance.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
01/05/2023 - Present
Trilogy Capital, Inc. (IRVINE CA)
CA
11/29/2017 - 12/31/2021
LPL FINANCIAL LLC (IRVINE CA)
CA
12/08/2010 - 11/29/2017
NATIONAL PLANNING CORPORATION (IRVINE CA)
CA
04/02/2001 - 12/07/2010
NATIONAL PLANNING CORPORATION (IRVINE CA)
IA
Issued 08/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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