Nikyla N. Young
NORTHWEST FINANCIAL ADVISORS LLC
Herndon, VA 20170
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CRD#: 6784837
Professional summary
Nikyla Nikki Young, CFP®, who also goes by Nikki Hall, Nikyla Hall, Nikki Young, Nikyla Nicole Young, Nikyla Young, is a registered financial advisor currently at NORTHWEST FINANCIAL ADVISORS LLC located in Herndon, Virginia and LPL FINANCIAL LLC located in Leesburg, Virginia.
Nikyla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Nikyla has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nikki Hall | Nikyla Hall | Nikki Young | Nikyla Nicole Young | Nikyla 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. 11/5/2019 - Northwest Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/15/2021 - NW Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/09/2021 - 10 Hours Per Month/5 Hours During Securities Trading 3. 08/30/2024 - Northwest Financial Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/22/2024 - 160 Hours per Month/ 8 Hours During Trading - I provide investment advisory services through Northwest Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 09/11/2024 - Northwest Financial Group, LLC - Other - Referring Broker Dealer - Investment Related - At Reported Business Location(s) - Start Date 08/28/2024 - 160 Hours per Month/ 8 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Nikyla Nikki 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®
CFP®
Start date: 2020
Experience
Current
November 30, 2020 - Present
NORTHWEST FINANCIAL ADVISORS LLC
Office #1: 200 Spring Street Suite 120, Herndon, VA 20170RIA
CRD#: 166769
Herndon, VA
Current
January 29, 2018 - Present
LPL FINANCIAL LLC
Office #1: 525 Trimble Plaza, Leesburg, VA 20175Office #2: 101 W. Washington Street, Middleburg, VA 20117Office #3: 20400 Exchange Street, Ashburn, VA 20147Office #4: 7500 Webb Drive, Gainesville, VA 20155Office #5: 14419 Chantilly Crossing, Chantilly, VA 20151Office #6: 200 Spring Street, Ste 120, Herndon, VA 20170Office #7: 9730 Liberia Ave, Manassas, VA 20175RIA
BD
CRD#: 6413
Leesburg, VA
Current
January 28, 2021 - Present
NORTHWEST FINANCIAL GROUP LLC
Office #1: 9730 Liberia Ave, Manassas, VA 20110Office #2: 20400 Exchange Street, Ashburn, VA 20147Office #3: 200 Spring Street Suite 120, Herndon, VA 20170Office #4: 525 Trimble Plaza, Leesburg, VA 20175Office #5: 14419 Chantilly Crossing Lane, Chantilly, VA 20151Office #6: 7500 Webb Drive, Gainesville, VA 20155Office #7: 101 W. Washington Street, Middleburg, VA 20117BD
CRD#: 145064
Manassas, VA
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".
NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC
CRD#: 166769 / SEC#: 801-77994
RIA
Registered Investment Advisory firm - (6/3/2013 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/28/2023)
RR
Arizona(9/21/2023)
RR
California(4/28/2021)
RR
Colorado(5/20/2025)
RR
Connecticut(1/25/2024)
RR
Delaware(11/8/2022)
RR
District of Columbia(11/8/2022)
RR
Florida(4/28/2021)
RR
Georgia(11/8/2022)
RR
Indiana(9/21/2023)
RR
Kentucky(9/8/2022)
RR
Louisiana(6/17/2024)
RR
Maryland(3/16/2021)
RR
Massachusetts(4/28/2021)
RR
Michigan(4/17/2023)
RR
Nevada(9/21/2023)
RR
New Jersey(11/8/2022)
RR
New Mexico(11/8/2022)
RR
New York(2/21/2023)
RR
North Carolina(4/30/2021)
RR
Ohio(4/28/2021)
RR
Oklahoma(11/8/2022)
RR
Oregon(6/22/2021)
RR
Pennsylvania(4/28/2021)
RR
South Carolina(9/28/2023)
RR
Tennessee(1/24/2024)
RR
Texas(5/20/2021)
RR
Utah(9/28/2023)
RR
Virginia(4/24/2018)
IAR
Virginia(11/30/2020)
RR
Washington(9/28/2023)
RR
West Virginia(4/17/2023)
RR
Wisconsin(9/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC
CRD#: 166769 / SEC#: 801-77994
RIA
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Contact information
Main Address
200 Spring Street Suite 120, Herndon, VA 20170
Mailing Address
Phone number
(703) 810-1072
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,896 |
| AUM (Assets Under Management) | $ 1,924,736,060 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
