Donna J. Young
CETERA INVESTMENT ADVISERS LLC
VAN BUREN, AR 72956
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CRD#: 1208162
Professional summary
Donna Jean Young, CFP®, who also goes by Donna J Lillard, Donna Jean Musgrave, Donna Jean Price, Donna Jean (price) Young, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Van Buren, Arkansas and CETERA WEALTH SERVICES, LLC located in Van Buren, Arkansas.
Donna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Donna has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 4, Series 24, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Donna J Lillard | Donna Jean Musgrave | Donna Jean Price | Donna Jean (price) Young
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.
1) ARKANSAS ARTS COUNCIL; SINCE 06/01/2007; 1500 TOWER BUILDING, 323 CENTER STREET SUITE 1500, LITTLE ROCK, AR, 72201; COUNCIL MEMBER; meet quarterly. Share information about creative economy within the region represented. Assist panels who judge various competitions. Assist panels who review grant applications. Assit panels who judge performing artist applying for various rosters; 3 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS 2) DELTA INVESTMENT MANAGEMENT & FINANCIAL CENTER, INC; SINCE 11/23/2003; SAME AS BRANCH ADDRESS; PRESIDENT; value small businesses; Business appraiser; RARELY SPENT TIME ON ACTIVITY PER MONTH, NEVER DURING TRADING HOURS 3) ENDISPUTE; SINCE 10/01/1987; SAME AS BRANCH ADDRESS; PARTNER; mediate divorces and other disputes; RARELY SPEND TIME ON ACTIVITY PER MONTH, NEVER DURING TRADING HOURS 4) HEALTH INSURANCE; SINCE 05/16/2016; 1110 MAIN STREET, VAN BUREN, AR, 72956; AGENT; enroll individuals in health plans; 50 HOURS SPENT ON ACTIVITY PER MONTH, 10 DURING TRADING HOURS; 5) NAME OF OTHER BUSINESS: WESTERN ARKANSAS COMMUNITY FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: 5111 ROGERS AVE., FORT SMITH, AR, 72903, NATURE OF BUSINESS: NON-PROFIT, START DATE: 08/2021, POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER, APX 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DISTRIBUTE MONEY TO LOCAL CHARITIES AND NON-PROFITS; 6) NAME OF OTHER BUSINESS: MAGICAL TOURS INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TOUR COMPANY; START DATE: 6/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: GET LEGAL DOCUMENTS AND REGULATORY REQUIREMENTS SET UP; 7) NAME OF OTHER BUSINESS: CO-TRUSTEE FOR CLIENT'S TRUST; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TRUSTEE; START DATE: 4/2008; POSITION/TITLE/RELATIONSHIP: CO-TRUSTEE; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DISTRIBUTE ASSETS TO BENEFICIARIES NAMED IN TRUST UPON DEATH OF CURRENT TRUSTEE;
CRS (Client Relationship Summary) - RIA
Click below to view Donna Jean 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®
CFP®
Start date: 1995
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1110 Main St, Van Buren, AR 72956RIA
CRD#: 105644
VAN BUREN, AR
Current
September 20, 2019 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1110 Main St, Van Buren, AR 72956BD
CRD#: 13572
Van Buren, AR
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
January 2, 2004 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
VAN BUREN, AR
Past
January 2, 2004 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
VAN BUREN, AR
Past
November 4, 1998 - January 6, 2004
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
LITTLE ROCK, AR
Past
October 19, 1998 - January 6, 2004
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
July 2, 1998 - October 20, 1998
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
September 15, 1997 - July 8, 1998
DEPOSIT GUARANTY INVESTMENTS, INC.
BD
CRD#: 27560
Past
January 25, 1994 - September 15, 1997
MERCHANTS INVESTMENT CENTER, INC.
BD
CRD#: 27402
Past
September 30, 1991 - August 4, 1992
K-ONE INVESTMENT COMPANY, INC.
BD
CRD#: 16156
FORT SMITH, AR
Past
January 12, 1984 - July 1, 1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(9/20/2019)
IAR
Arkansas(6/29/2023)
RR
California(11/2/2022)
RR
Florida(9/23/2019)
RR
Georgia(6/23/2025)
RR
Maryland(9/20/2019)
RR
Minnesota(9/20/2019)
RR
Missouri(9/20/2019)
RR
Oklahoma(9/20/2019)
RR
Texas(9/20/2019)
IAR
Texas(6/29/2023)
RR
Washington(11/22/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Van Buren, AR 72956TRUST BUT VERIFY
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