Justin Young, financial advisor Riverside CA
89 score

Justin Young

CRD Number: 6286487
Current Firm: Waddell & Reed

Justin Young (CRD# 6286487) is an Investment Advisor Representative working at Waddell & Reed in Riverside, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Indian Wells, CA Aug 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Indio, CA Aug 2014 - Current 2
Wm D Young & Sons Indio, CA Jan 2003 - Current 13
Horter Investment Management, LLC Cincinnati, OH Jan 2014 - Jul 2014 < 1
Cocopah Nurseries, Inc. Indio, CA Jan 2003 - Jan 2014 11
Marketing Consultant (self) Indio, CA Jul 2013 - Dec 2013 < 1
Csusb San Bernardino, CA Sep 2010 - May 2013 2
Young's Construction Indio, CA Mar 2007 - Sep 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2014
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Justin D. Young
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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