Shawn Young (CRD# 4793253) is an Investment Advisor Representative working at Rb Capital Management, LLC in Fresno, CA and has over 19 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rb Capital Management, LLC | Sherman Oaks, CA | Feb 2004 - Current | 20 |
| Ucla | Los Angeles, CA | Nov 2014 - Nov 2015 | 1 |
| Department Of Defense | Fort Meade, MD | Sep 2005 - Oct 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2004 |
- CA
-
Total Assets Under Management718MILLIONS
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Total Number of Accounts1,335ACCOUNTS
-
Average Account Value$537,517
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CT, FL, LA, MA, MT, NC, NH, NV, NY, OR, SC, TX, WA
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