Robert Young (CRD# 7064580) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 5 years of experience in the finance industry.
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
CRD# 3100278
Zeit Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services, LLC | Greenwood Village, CO | Jan 2019 - Current | 5 |
| Unemployed | Los Angeles, CA | Aug 2018 - Dec 2018 | < 1 |
| Fcc-commercials Ca | Los Angeles, CA | Jul 2018 - Jul 2018 | < 1 |
| Unemployed | Los Angeles, CA | May 2018 - Jun 2018 | < 1 |
| Extreme Reach Talent Inc. | Los Angeles, CA | Apr 2018 - Apr 2018 | < 1 |
| Unemployed | Los Angeles, CA | Nov 2017 - Mar 2018 | < 1 |
| Extreme Reach Talent Inc. | Los Angeles, CA | Oct 2017 - Oct 2017 | < 1 |
| Unemployed | Los Angekles, CA | Feb 2016 - Sep 2017 | 1 |
| Extreme Reach Talent Inc. | Los Angeles, CA | Jan 2016 - Jan 2016 | < 1 |
| Unemployed | Los Angeles, CO | Apr 2015 - Dec 2015 | < 1 |
| 1099 Vo Job | Los Angeles, CA | Mar 2015 - Mar 2015 | < 1 |
| 1099 Vo Job | Los Angeles, CA | Jan 2015 - Jan 2015 | < 1 |
| Extreme Reach Talent Inc. | Los Angeles, CO | Dec 2014 - Dec 2014 | < 1 |
| Unemployed | Los Angeles, CA | Jul 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- CO
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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