Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Young is a financial advisor with over 25 years of experience in the financial services industry. Rick is a Registered Representative and Investment Advisor Representative of Cambridge Investment Research Advisors, Inc. Rick is a CERTIFIED FINANCIAL PLANNER™ professional, and holds several industry licenses and designations. Rick is committed to providing clients with personalized financial 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NE
05/20/2009 - Present
Cambridge Investment Research Advisors, Inc. (OMAHA NE)
SC
06/16/1997 - 04/19/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CO
06/10/1996 - 04/25/1997
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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