Unclaimed Profile

Kevin M Young

KEVIN M. YOUNG FINANCIAL, INC.·DAVIS, California

Series 65Clean record18 years registeredKEVIN M. YOUNG FINANCIAL, INC.

502 MACE BLVD, DAVIS, CA 95618CRD# 5439853Firm CRD# 145478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin M Young · DAVIS, CA

Registration

CRD #5439853 · KEVIN M. YOUNG FINANCIAL, INC. · 18 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Jan 2025 – present

YOUNG WEALTH MANAGEMENT

Oct 2010 – Mar 2025

DAVIS, CA

YOUNG WEALTH MANAGEMENT

Jan 2008 – Oct 2008

DAVIS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KEVIN M. YOUNG FINANCIAL, INC.

CRD 145478 · SEC 801-121721

AUM

$117M

Regulatory assets under management

Employees

304 client accounts

Services offered by KEVIN M. YOUNG FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEVIN M. YOUNG FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin M Young offer?

Kevin M Young specializes in Financial Planning, Investment Management. Contact their office in DAVIS, California for a consultation.

What are Kevin M Young's credentials?

Kevin M Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin M Young located?

Kevin M Young is based in DAVIS, California, working with KEVIN M. YOUNG FINANCIAL, INC.. Their office serves clients in the DAVIS metropolitan area and surrounding communities.

How does Kevin M Young charge for services?

Kevin M Young's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KEVIN M. YOUNG FINANCIAL, INC.?

KEVIN M. YOUNG FINANCIAL, INC. has approximately 2 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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