Derek Young, financial advisor Novi MI
93 score

Derek Young

CRD Number: 3056843
Current Firm: Charles Schwab & Company, Inc.

Derek Young (CRD# 3056843) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Novi, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Novi, MI Aug 2016 - Current 1
Charles Schwab Bank Novi, MI Aug 2016 - Current 1
E*trade Securities LLC Farmington, MI Nov 2015 - Jul 2016 < 1
E*trade Capital Management LLC Farmington, MI Nov 2015 - Jul 2016 < 1
Lpl Financial, LLC Birmingham, MI Jun 2014 - Nov 2015 1
Private Advisor Group, LLC Irmingham, MI Jun 2014 - Nov 2015 1
Millennium Wealth Management Birmingham, MI Jun 2014 - Nov 2015 1
Fidelity Brokerage Services Birmingham, MI Nov 2010 - Jun 2014 3
Chase Investment Services Corp Wayne, MI Sep 2010 - Oct 2010 < 1
Fidelity Brokerage Services Blue Ash, OH Feb 2004 - Sep 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for Derek B. Young
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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