Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Young is a financial advisor with LPL Financial LLC. He has been in the industry since December 15, 2015. Robert has a Series 7, Series 66, and SIE license and is registered in Louisiana, North Dakota, South Carolina, and Texas. Robert has previously worked with Concourse Financial Group Securities, Inc. and Principal Securities, Inc. Robert offers a range of financial services including financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/31/2022 - Present
LPL Financial LLC (THE WOODLANDS TX)
TX
12/01/2017 - 11/30/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (THE WOODLANDS TX)
TX
12/16/2015 - 12/13/2017
PRINCIPAL SECURITIES, INC. (HOUSTON TX)
BOTH
Issued 01/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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