Changqin C. You

ALIGN INVESTMENT ADVISORS

THOUSAND OAKS, CA 91362

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CRD#: 5669108

Professional summary

Changqin C. You, who also goes by Charles Changqin You, Charlie You, is a registered financial advisor currently at ALIGN INVESTMENT ADVISORS, LLC located in Thousand Oaks, California.

Changqin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Changqin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charles Changqin You | Charlie You

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 Changqin C. You'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

July 15, 2009 - Present

ALIGN INVESTMENT ADVISORS, LLC

Office #1: 3317 Woodworth Ave, Thousand Oaks, CA 91362

RIA

CRD#: 150501

THOUSAND OAKS, CA

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
(7/15/2009)

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Exams

Current Firm

ALIGN INVESTMENT ADVISORS, LLC

CRD#: 150501 / SEC#:

California

Registered Investment Advisory firm - (7/15/2009 Approved)

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Contact information

Main Address

3317 Woodworth Ave, Thousand Oaks, CA 91362

Mailing Address

Phone number

(805) 300-4886

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 2,000,000

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.

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Changqin C. You

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Changqin C. You's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALIGN INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ALIGN INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALIGN INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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