Kathryn Young (CRD# 5027604) is an Investment Advisor Representative working at Financial Forum, Inc. in Spokane, WA and has over 15 years of experience in the finance industry. Kathryn Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Forum, Inc. | Spokane, WA | Aug 2005 - Current | 18 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | Spokane, WA | Dec 2007 - Nov 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- WA
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Total Assets Under Management216MILLIONS
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Total Number of Accounts1,607ACCOUNTS
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Average Account Value$134,643
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, ID, LA, MT, NE, OR, TX, WA
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