David Young (CRD# 1698458) is an Investment Advisor Representative working at Anfield Capital Management, LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regents Park Funds, LLC | Newport Beach, CA | Sep 2017 - Current | 6 |
| Anfield Capital Management, LLC | Newport Beach, CA | Aug 2009 - Current | 14 |
| University Of California, Irvine | Irvine, CA | Jan 2009 - Current | 15 |
| Changepath, LLC | Leawood, KS | Oct 2020 - Mar 2021 | < 1 |
| Partnervest Advisory Services, LLC | Santa Barbara, CA | Oct 2015 - Oct 2020 | 5 |
| Anfield Advisors, LLC | Newport Beach, CA | Sep 2012 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 1995 |
- CA
-
Total Assets Under Management1,436MILLIONS
-
Total Number of Accounts763ACCOUNTS
-
Average Account Value$1,882,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA
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.