Edwin Young
Edwin Young is a registered investment advisor at Cetera Investment Advisers LLC, based in Brea, CA, with 29 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3230 E Imperial Hwy Ste 120, Brea, CA, 92821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edwin owns Young's Tax & Financial Services, offering tax preparation, accounting, and fixed insurance/securities sales, taking nearly full-time hours. He is also an independent insurance agent selling fixed insurance products full-time, and has been an active owner/landlord since 2004, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Veritrust Financial, LLCBroker
Veritrust Financial, LLCBroker
Aragon Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.