Justin YoungCRD Number: 6286487
Current Firm: Alpha Wealth Management, LLC
Justin Young (CRD# 6286487) is an Investment Advisor Representative working at Alpha Wealth Management, LLC in Hemet, CA and has over 4 years of experience in the finance industry.
John P. Dubots Capital Management, LLC
Benchmark Wealth Advisors, LLC
Lpl Financial LLC
|Waddell & Reed, Inc.||Indian Wells, CA||Nov 2016 - Current||1|
|Alpha Wealth Management, LLC||Hemet, CA||Nov 2016 - Current||1|
|Wm D Young & Sons||Indio, CA||Jan 2003 - Current||15|
|Various Insurance Carriers For W&r Insurance Agencies||Indio, CA||Aug 2014 - Nov 2016||2|
|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|
Total Assets Under Management45MILLIONS
Total Number of Accounts204ACCOUNTS
Average Account Value$220,303
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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