Robbi Young
Robbi Young is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 27 years of industry experience. Robbi is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5420 Lbj Freeway Ste 1940, Dallas, TX, 75240
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Regulatory History (2)
Judgment / Lien
March 2026Judgment / Lien
September 2025Other Business ActivitiesSells Insurance
Robbi sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating about 10-20% of their time. Robbi is also involved with Summit First Insurance LLC (property and casualty sales), Summit (financial services), Summit Financial Group, Inc. (legal entity), DBA Summit Consolidated Group, Inc. (holding company), RJY Properties, LLC (rental property), RJY Construction, LLC (construction company), and Classic World Records LLC (record label).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
State Registrations4 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.
Exams
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