DY
DY

David Young

3 Years of Experience
Tigard, OR

David Young is a registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 3 years of industry experience. David 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

8861 SW Commercial St, Suite A, Tigard, OR, 97223

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

David is a member of David E Young LLC, where he spends nearly full-time preparing taxes, processing payroll, and managing the firm. He also has ownership in multiple rental properties, dedicating a few hours per week to these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2023 - September 2025 · 2 yrs 7 mos
State Registrations1 state
OR
Advisor

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.
David Young - Financial Advisor | TrueAdvisor