Kelli Young, financial advisor North Bend WA

Kelli Young

CRD Number: 4918768
Current Firm: Golden State Equity Partners, LLC

Kelli Young (CRD# 4918768) is an Investment Advisor Representative working at Golden State Equity Partners, LLC in North Bend, WA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Golden State Equity Partners D/b/a Longevity Wealth Norht Bend, WA Apr 2020 - Current 3
Miller Advisors, Inc. Kirkland, WA Sep 2016 - Apr 2020 3
Mainspring Wealth Advisors Bellevue, WA Aug 2013 - Aug 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Kelli A. Young
Phone Number: 866-273-1563
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    744
    MILLIONS
  • Total Number of Accounts
    4,106
    ACCOUNTS
  • Average Account Value
    $181,131
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, MA, MI, MN, MT, ND, NM, NV, OR, TX, UT, VA, WA, WI, WY

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