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Conner James Young

BASKETS CAPITAL
PFLUGERVILLE, TX
·CRD# 6706822·10 years experience

Professional Summary

Conner James Young, who also goes by Conner Young, is a registered financial advisor currently at BASKETS CAPITAL LLC located in Pflugerville, Texas. Conner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Conner has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Conner Young

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

BASKETS CAPITAL LLC·CRD# 315226
RIA
Pflugerville, TX
June 16, 2021 - Present
TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC·CRD# 153092
RIA
Austin, TX
September 15, 2020 - May 20, 2021
THRIVENT ADVISOR NETWORK, LLC·CRD# 304569
RIA
Austin, TX
June 23, 2020 - September 23, 2020
PKS ADVISORY SERVICES, LLC·CRD# 125648
RIA
Albany, NY
January 21, 2020 - July 2, 2020
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Austin, TX
January 3, 2020 - September 21, 2020
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Austin, TX
May 8, 2017 - December 16, 2019
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Austin, TX
October 7, 2016 - December 16, 2019

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Current Firm

BC
BASKETS CAPITAL LLC

BASKETS CAPITAL LLC

CRD#: 315226
Texas
Registered Investment Advisory firm - Texas (6/16/2021 Approved)

Contact Information

Main Address

Pflugerville, TX

Phone Number

(210) 268-9885

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

55

AUM (Assets Under Management)

$13,817,389

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

GiveList Media Company Not investment related 24955 PACIFIC COAST HWY STE B202 MALIBU CA 90265 Software sales Research Associate Research Associate 02/08/2022 5 hours/month devoted to this OBA 0.2 hours devoted during trading hours Evaluate and research nonprofit organizations Real Capital LLC Not investment related 1260 Shiloh Rd Suite 200, Plano, TX 75074 Data aggregation Data researcher Data research associate 01/01/2022 5 hours/month devoted to business 0.2 hours devoted during securities trading hours Evaluate and research contact information of businesses in Texas

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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.
IAR
Texas
(6/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Conner James Young's CRS (Customer Relationship Summary).

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