Donald Young, financial advisor Phenix City AL

Donald Young

CRD Number: 7303233
Current Firm: Cetera Investment Advisers LLC

Donald Young (CRD# 7303233) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Phenix City, AL and has over 2 years of experience in the finance industry.

Similar Advisors
Jeffrey Adams, financial advisor Phenix City AL
Jeffrey G. Adams
CRD# 2369218
Greatmark Investment Partners, Inc.
Similar Advisors
Timothy Aja, financial advisor Phenix City AL
Timothy S. Aja
CRD# 4443823
Aja Financial LLC
Similar Advisors
Brian Alford, financial advisor Phenix City AL
Brian C. Alford
CRD# 2217267
Raymond James & Associates, Inc.
Company Name Location Dates Years
Regions Bank Phenix City, AL Jan 2022 - Current 2
Cetera Investment Advisers LLC Phenix City, AL Jan 2022 - Current 2
Cetera Investment Services LLC Saint Cloud, MN Jan 2022 - Current 2
Thrivent Investment Management Inc. Columbus, GA Apr 2021 - Current 3
Thrivent Financial Appleton, WI Sep 2021 - Dec 2021 < 1
Thrivent Financial Appleton, WI May 2021 - Sep 2021 < 1
Lyft Columbus, GA Jan 2021 - Aug 2021 < 1
Uber Columbus, GA Dec 2020 - Aug 2021 < 1
Unemployed Columbus, GA May 2018 - Dec 2020 2
Bb&t Columbus, GA May 2012 - May 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2021
Contact Info for Donald M. Young
Phone Number: 310-257-7880
Registered State(s):
  • AL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.