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Darrell Mingkong Young

POPLAR GLOBAL WEALTH MANAGEMENT LLC·SAN BRUNO, California
SIE, Series 7, Series 24, Series 66CFPClean record22 years registeredPOPLAR GLOBAL WEALTH MANAGEMENT LLC
1001 BAYHILL DR., SAN BRUNO, CA 94066CRD# 4708550Firm CRD# 165532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Darrell Mingkong Young · SAN BRUNO, CA
Registration
CRD #4708550 · POPLAR GLOBAL WEALTH MANAGEMENT LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

POPLAR GLOBAL WEALTH MANAGEMENT LLC
Oct 2012 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Aug 2007 – Oct 2012
SAN FRANCISCO, CA
UBS FINANCIAL SERVICES INC.
Jan 2004 – Aug 2007
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · January 5, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POPLAR GLOBAL WEALTH MANAGEMENT LLC
CRD 165532 · SEC 801-77254
AUM
$27M
Regulatory assets under management
Employees
2
95 client accounts
Services offered by POPLAR GLOBAL WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at POPLAR GLOBAL WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Darrell Mingkong Young offer?
Darrell Mingkong Young specializes in Financial Planning, Investment Management. Contact their office in SAN BRUNO, California for a consultation.
What are Darrell Mingkong Young's credentials?
Darrell Mingkong Young holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Darrell Mingkong Young located?
Darrell Mingkong Young is based in SAN BRUNO, California, working with POPLAR GLOBAL WEALTH MANAGEMENT LLC. Their office serves clients in the SAN BRUNO metropolitan area and surrounding communities.
How does Darrell Mingkong Young charge for services?
Darrell Mingkong Young's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POPLAR GLOBAL WEALTH MANAGEMENT LLC?
POPLAR GLOBAL WEALTH MANAGEMENT LLC has approximately 2 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POPLAR GLOBAL WEALTH MANAGEMENT LLC

Sammy Kuo Chiang Sung
SAN BRUNO, CA

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