Robert Young is a registered investment advisor, based in Gilbert, AZ, with 28 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Gilbert, AZ
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Regulatory History (1)
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Judgment / Lien
August 2026Other Business ActivitiesSells Insurance
Robert is an advisory representative of a registered investment advisor since 2016, dedicating nearly full-time hours. He is also an independent insurance agent since 2004, selling accident, health, and life products, and owns Blue Dot Wealth Management, spending significant time on these ventures.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2016 - Present · 10 yrs 5 mos
Cambridge Investment Research Advisors, INC.
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2004 - May 2016 · 11 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2004 - May 2016 · 11 yrs 6 mos
Hardy Asset Management
June 2004 - December 2005 · 1 yr 6 mos
Sentra Securities CorporationBroker
March 2003 - May 2004 · 1 yr 2 mos
Spelman & CO., INC.Broker
March 2003 - May 2004 · 1 yr 2 mos
Sunamerica Securities, INC.
March 2003 - May 2004 · 1 yr 2 mos
Sunamerica Securities, INC.Broker
June 1998 - October 2004 · 6 yrs 4 mos
Charles Schwab & CO., INC.Broker
December 1997 - June 1998 · 6 mos
State Registrations33 states
AKALAZCACODCFLGAILINMDMEMIMNMTNCNJNVNYOHOKORPARISCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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