Natalie Young, financial advisor Brea CA
90 score

Natalie Young

CRD Number: 5595202
Current Firm: Lighthouse Financial Services Inc.

Natalie Young (CRD# 5595202) is an Investment Advisor Representative working at Lighthouse Financial Services Inc. in Brea, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lighthouse Financial Services Brea, CA Jun 2016 - Current < 1
Mercer Global Advisors Inc. Newport Beach, CA Sep 2015 - Apr 2016 < 1
Mercer Global Advisors Inc. Newport Beach, CA Jan 2014 - Sep 2015 1
Cuna Mutual Group Waverly, IA May 2013 - Jan 2014 < 1
Cuna Brokerage Services, Inc., Waverly, IA May 2013 - Jan 2014 < 1
Mercer Advisors Inc. Newport Beach, CA Feb 2012 - May 2013 1
Amarillo National Bank Amarillo, TX Jun 2011 - Jan 2012 < 1
Fmr Dallas, TX Aug 2006 - Jun 2011 4
Benefit Systems Austin, TX Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Natalie R. Young
Phone Number: 714-572-8900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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