Robbi Young
Robbi Young is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 27 years of industry experience. Robbi 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
1350 S Boulder Ave Ste 300, Tulsa, OK, 74119
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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
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
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