Linda Ann Younger
Investment adviser representative at Corient
15 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Linda Ann Younger? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
15 years in the industry.
- CorientJun 2026 to now
- Capital Advisors, IncMar 2020 to Jun 2026
- Quasar Distributors, LLCMar 2020 to Oct 2022
- Morgan Stanley Smith BarneyMar 2011 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2808362
- Firm CRD
- 319448