Martin J. Young
Professional summary
Martin James Young, CFP®, who also goes by Martin Young, is a registered financial advisor currently at FHWV FINANCIAL LLC located in Los Alamitos, California.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Martin has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin James Young's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
October 30, 2024 - Present
FHWV FINANCIAL LLC
Office #1: 11022 Winners Circle Suite 200, Los Alamitos, CA 90720September 7, 2024 - October 10, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
September 3, 2024 - October 10, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
January 31, 2014 - October 20, 2022
WELLS FARGO CLEARING SERVICES, LLC
January 24, 2014 - October 20, 2022
WELLS FARGO CLEARING SERVICES, LLC
February 13, 2013 - August 30, 2013
J.P. MORGAN SECURITIES LLC
July 26, 2012 - January 11, 2013
EQUITABLE ADVISORS, LLC
January 5, 2009 - May 13, 2010
CITIGROUP GLOBAL MARKETS INC.
May 29, 2007 - May 13, 2010
CITIGROUP GLOBAL MARKETS INC.
October 5, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2024)
Exams
Current Firm
FHWV FINANCIAL LLC
CRD#: 146046 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 11,138,223 |
Red Flags
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