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GY

Georgette N. Young

INSPIRE ADVISORS
Brea, CA
Some features on this profile are disabled
CRD#: 4712332
GY

Professional summary

Georgette Nicole Young, CFP®, who also goes by Georgette Nicole Young, Georgette Young, is a registered financial advisor currently at INSPIRE ADVISORS, LLC located in Brea, California.

Georgette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Georgette has worked at 9 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Georgette Nicole Young | Georgette 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Georgette Nicole Young's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2020

Experience

Current

October 20, 2025 - Present

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Brea, CA
Past

March 31, 2025 - November 12, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BREA, CA
Past

June 22, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BREA, CA
Past

June 17, 2021 - November 12, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BREA, CA
Past

September 17, 2020 - January 8, 2021

YOUNG, GEORGETTE N.

RIA
CRD#: 307758
LOS ANGELES, CA
Past

May 22, 2008 - June 7, 2012

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
LOS ANGELES, CA
Past

February 7, 2007 - April 21, 2008

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

March 22, 2005 - May 4, 2006

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

November 25, 2003 - June 1, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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".
IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | WELLSPRING FINANCIAL | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY FINANCIAL

CRD#: 300279 / SEC#: 801-114673

RIA
Registered Investment Advisory firm - (2/8/2019 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.

Highlighted states indicate IAR registrations

IAR
California
(10/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/21/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/4/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/17/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/10/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/24/2003
General Securities Representative Examination

Current Firm

IA
INSPIRE ADVISORS, LLC
33FINANCIAL | YOUR FINANCIAL LEGACY | WSI FINANCIAL PARTNERS | WELLSPRING FINANCIAL | TRINITY TAX STRATEGIES | TELEIOS FINANCIAL PARTNERS | STARS & SAND FINANCIAL | PROFIT PLANNERS MANAGEMENT GROUP | OZ INVESTING SERVICES LLC | OUR FREEDOM QUEST | OAKSTREET FINANCIAL | NEWPORT COAST WEALTH MANAGEMENT | LIFESMART WEALTH MANAGEMENT | KINGDOM WEALTH STEWARDS | KINGDOM FOCUSED FINANCIAL (KFF) | INSPIRE ADVISORS, LLC | INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP | INSPIRE ADVISORS - THE CHANDLER TEAM | INSPIRE ADVISORS - NORTHWEST GROUP | INSPIRE ADVISORS - MINNESOTA | INSPIRE ADVISORS - KINGDOM WEALTH MANAGEMENT OF MONTANA | INCARELIFE | FREEDOM QUEST FINANCIAL SOLUTIONS | FIDELIS FINANCIAL | CITY FINANCIAL

CRD#: 300279 / SEC#: 801-114673

RIA
Registered Investment Advisory firm - (2/8/2019 Approved)
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Contact information

Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 859-6383
Established
Firm type
Fiscal year end
# of Employees
46

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INSPIRE ADVISORS, LLC ADV BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts8,363
AUM (Assets Under Management)$ 1,033,380,628

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

INSPIRE ADVISORS, LLC

CRD#: 300279Brea, CA

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