Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert K Young is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC and has been in the financial services industry since 2006. Robert is based in Lafayette, Colorado. He is currently licensed to provide investment advice in Colorado and provides investment advice across the country. He offers financial planning and portfolio management services for individuals and businesses. Robert is registered as a Registered Representative (RR) and a Registered Investment Adviser (RIA).
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
07/13/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Lafayette CO)
MA
05/22/2014 - 06/20/2014
ING FINANCIAL PARTNERS, INC. (BRAINTREE MA)
MA
10/22/2012 - 05/15/2014
AXA ADVISORS, LLC (WELLESLEY MA)
CO
06/17/2010 - 07/13/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
MA
12/21/2005 - 07/25/2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 07/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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