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Richard Alan Young

Inspirion Wealth Advisors, LLC

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About Richard Alan Young

Richard Alan Young is an investment advisor representative with Inspirion Wealth Advisors, LLC, based in Libertyville, IL. Richard has been in the financial services industry for over 20 years. He previously held positions with PURSHE KAPLAN STERLING INVESTMENTS, LPL FINANCIAL LLC and BROKER DEALER FINANCIAL SERVICES CORP. Richard is registered with the state of Illinois as an investment advisor representative. Richard is also registered with the state of Indiana and Texas as an investment advisor representative. Richard has experience providing financial planning services, pension consulting, and selection of other advisors for individuals and businesses.

Firm Information

Richard Young is currently registered with Inspirion Wealth Advisors, LLC. Inspirion Wealth Advisors, LLC is a registered investment advisor based in Libertyville, Illinois. The firm provides financial planning, portfolio management for individuals and pensions, and selection of other advisors. They manage over $1.23 billion in assets for 2,556 clients. Their client base consists primarily of high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
Inspirion Wealth Advisors, LLC

900 TECHNOLOGY WAY

LIBERTYVILLE, IL 60048

$1.24B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Young’s Registration & Firm History

IL

10/16/2012 - Present

Inspirion Wealth Advisors, LLC (LIBERTYVILLE IL)

IL

11/16/2012 - 12/31/2013

PURSHE KAPLAN STERLING INVESTMENTS (LIBERTYVILLE IL)

IL

12/11/2009 - 11/27/2012

LPL FINANCIAL LLC (LIBERTYVILLE IL)

IL

01/02/1997 - 12/14/2009

BROKER DEALER FINANCIAL SERVICES CORP. (ROSEMONT IL)

IA

07/31/1996 - 12/31/1996

DICKINSON & CO. (DES MOINES IA)

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Licenses & Designations

IA

Issued 06/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Alan Young.
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