LY
Linda S. Young
SUMMIT WEALTH STRATEGIES
Dallas, TX
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CRD#: 3102472
LY
Professional summary
Linda Sue Young, who also goes by Linda S Young, is a registered financial advisor currently at SUMMIT WEALTH STRATEGIES located in Dallas, Texas and ARAX ADVISORY PARTNERS located in Dallas, Texas.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Linda has worked at 6 firms and has passed the Series 65, Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda S 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.Young Wealth Management Group, Inc. Non-Investment Related. 1632 Rio Vista Dr, Dallas TX, 75208. DBA for tax purposes only, President. Start 3/2006. 0hrs/mo. Bookkeeping duties. 2.LINDA YOUNG DBA LUX STUDIO - SELL ANTIQUES, COLLECTABLES, ETC., VIA EBAY. Non-Investment related. 1632 Rio Vista Dr, Dallas TX, 75208. Sales, owner. Start 4/2005. 1hr/mo 0 during trading hours. Listing and shipping items sold on ebay. 3. Airbnb Rental - Non investment related. 1632 Rio Vista Dr, Dallas TX, 75208. Rental of room in home via Airbnb, Owner. Start 9/2017. 3hrs/mo, 0hrs during trading hours. Keep room clean & presentable for renters. 4. Methodist Dallas Medical Center Advisory Board-Not investment related-1441 N. Beckley Ave, Dallas, TX 75203-Dallas Methodist Health Systems-Advisory Board Member-9/1/2019-2 hrs/mth-0 during trading hrs-Addressing how Methodist Hospital can better serve and address the needs of the surrounding community.
CRS (Client Relationship Summary) - RIA
Click below to view Linda Sue 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®
NoneExperience
Current
September 24, 2018 - Present
SUMMIT WEALTH STRATEGIES
RIA
CRD#: 282502
Dallas, TX
Current
August 6, 2025 - Present
ARAX ADVISORY PARTNERS
RIA
CRD#: 133535
Dallas, TX
Past
October 29, 2018 - July 31, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Dallas, TX
Past
April 28, 2005 - October 3, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
DALLAS, TX
Past
April 15, 2005 - October 3, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
DALLAS, TX
Past
February 6, 2002 - April 19, 2005
WAMU INVESTMENTS, INC.
BD
CRD#: 599
IRVINE, CA
Past
September 16, 1998 - February 5, 2002
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".
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)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
Texas(9/24/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AA
ARAX ADVISORY PARTNERS
7258 WEALTH MANAGEMENT, INC. | YOUNG WEALTH MANAGEMENT GROUP, INC. | WELLTH PARTNER | THE DAVIS AGENCY, INC. | SUMMIT WEALTH STRATEGIES | SRS INVESTMENT SERVICES, LLC | SRS CAPITAL ADVISORS, LLC | SRS CAPITAL ADVISORS, INC. | SIMONDAVIS, INC. | SIMONDAVIS ASSET MANAGEMENT, INC. | SIMONDAVIS ASSET MANAGEMENT | SEAL FINANCIAL SERVICES | SCHECHTER INVESTMENT ADVISORS | NOVEN FINANCIAL GROUP | NORTE ADVISORS, LLC | KLEINHENZ & ASSOCIATES LTD. | GEORGINA ASSET MANAGEMENT, LLC | ENDURING WEALTH PARTNERS | CEDRUS LLC | AVERA CAPITAL WEALTH MANAGEMENT, LLC | ARAX ADVISORY PARTNERS, LLC | ARAX ADVISORY PARTNERS
CRD#: 133535 / SEC#: 801-67165
RIA
Registered Investment Advisory firm - (9/20/2006 Approved)California
Registered Investment Advisory firm - (10/18/2006 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2006 Terminated)Georgia
Registered Investment Advisory firm - (5/24/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
730 17th Street Suite 107, Denver, CO 80202
Mailing Address
Phone number
(303) 633-5900
Established
Firm type
Fiscal year end
# of Employees
106
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 16,559 |
| AUM (Assets Under Management) | $ 8,960,126,874 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
