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GY

Guy C. Young

YOUNG FINANCIAL & INSURANCE SERVICES
Millbrae, CA
Some features on this profile are disabled
CRD#: 1092459
GY

Professional summary

Guy Cameron Young is a registered financial advisor currently at YOUNG FINANCIAL & INSURANCE SERVICES located in Millbrae, California.

Guy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Guy has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
YOUNG REALTY, OWNER - REAL ESTATE YOUNG FINANCIAL & INSURANCE SERVICES, A REGISTERED RIA. SELLS FIXED ANNUITY, LONG TERM CARE AND LIFE INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guy Cameron Young's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 14, 2016 - Present

YOUNG FINANCIAL & INSURANCE SERVICES

RIA
CRD#: 135388
Millbrae, CA
Past

October 17, 1995 - September 16, 2016

MCCLURG CAPITAL CORPORATION

BD
CRD#: 16798
MILLBRAE, CA
Past

August 31, 1988 - October 13, 1995

PORTSMOUTH FINANCIAL SERVICES

BD
CRD#: 13980
SAN FRANCISCO, CA
Past

July 2, 1987 - September 29, 1988

HUTCHINSON SECURITIES

BD
CRD#: 10160
SAN FRANCISCO, CA
Past

January 17, 1986 - July 6, 1987

MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED

BD
CRD#: 595
Past

March 1, 1983 - October 10, 1983

DAVIS, SKAGGS & CO., INC.

BD
CRD#: 208
Past

February 25, 1983 - February 18, 1986

LEHMAN BROTHERS INC.

BD
CRD#: 7506

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/14/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 4/6/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/16/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/19/1983
General Securities Representative Examination

Current Firm

YF
YOUNG FINANCIAL & INSURANCE SERVICES
YOUNG FINANCIAL & INSURANCE SERVICES | YOUNG, GUY CAMERON

CRD#: 135388 / SEC#:

California
Registered Investment Advisory firm - (5/6/1998 Approved)
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Contact information

Main Address
Millbrae, CA
Mailing Address
Phone number
(650) 652-9150
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts28
AUM (Assets Under Management)$ 9,600,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

YOUNG FINANCIAL & INSURANCE SERVICES

CRD#: 135388Millbrae, CA

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Contact information

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