Robert Young is a registered investment advisor, based in Gilbert, AZ, with 28 years of industry experience.
Location
Gilbert, AZ
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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
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
Cambridge Investment Research Advisors, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Hardy Asset Management
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations33 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.