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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Younger is an investment advisor representative with Capital Advisors, Inc. in Tulsa, Oklahoma. Linda is also a registered investment advisor in Oklahoma and Texas. Linda has been in the industry since 2000. She has a Series 7, 31, and 65 license, along with a Series 63 license. Linda has held previous positions with Quasar Distributors, LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated. Linda specializes in financial planning, portfolio management, and selection of other advisors. Linda also has experience in portfolio management for individuals, businesses, and investment companies. Linda is committed to providing her clients with personalized advice and guidance to help 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.
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.
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
OK
04/30/2020 - Present
Capital Advisors, Inc. (TULSA OK)
OK
04/23/2020 - 10/31/2022
QUASAR DISTRIBUTORS, LLC (Tulsa OK)
OK
05/20/2011 - 03/18/2020
MORGAN STANLEY (TULSA OK)
OK
04/02/2007 - 07/15/2009
MORGAN STANLEY & CO. INCORPORATED (TULSA OK)
OK
07/20/2000 - 04/02/2007
MORGAN STANLEY DW INC. (TULSA OK)
IA
Issued 03/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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