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Shawn Derek Young

RB Capital Management, LLC

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About Shawn Derek Young

Shawn Derek Young is a registered investment advisor representative associated with RB Capital Management, LLC. Shawn Derek Young has been in the securities industry for over 20 years. Shawn Derek Young has passed the Series 66 exam in 2004 and the Series 7 exam in 2004. Shawn Derek Young is a registered investment advisor in the state of California. RB Capital Management, LLC is a Registered Investment Advisor based in Reno, NV. They provide financial planning, pension consulting, and portfolio management for individuals and businesses. Their focus is on high-net-worth individuals and businesses, and they have a total of 1335 client accounts under management.

Firm Information

Shawn Young is currently registered with RB Capital Management, LLC. RB Capital Management, LLC is an investment advisor headquartered in Reno, Nevada with over $717 million in regulatory assets under management. They offer financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has 11 investment adviser representatives and serves a diverse clientele, including high-net-worth individuals, pension plans, and corporations. RB Capital Management participates in wrap fee programs.
RB Capital Management, LLC

5365 RENO CORPORATE DR.

RENO, NV 89511

$717.58M

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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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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Shawn Young’s Registration & Firm History

CA

01/07/2016 - Present

RB Capital Management, LLC (Fresno CA)

NJ

10/01/2004 - 09/01/2005

SLOAN SECURITIES CORP. (ENGLEWOOD CLIFFS NJ)

FL

05/07/2004 - 10/06/2004

GUNNALLEN FINANCIAL, INC (TAMPA FL)

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Licenses & Designations

BOTH

Issued 05/27/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Derek Young.
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