Robert Bruce Young
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial, LLCOct 2022 to now
- (dba) Old Glory FinancialSep 2020 to now
- Concourse Financial Group Securities IncNov 2017 to Oct 2022
- (dba) Perkins FinancialJan 2017 to Aug 2020
- Principal Life Insurance CompanyFeb 2016 to Nov 2017
- Princor Financial Services CorporationFeb 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6577331
- Firm CRD
- 6413