Georgette Young

Current Employers

Employment History

• 09/2013 → 10/2016
  Westmount Asset Management
  Los Angeles, CA
• 10/2016 → 03/2017
  Bank Of America / Merrill Lynch
  El Segundo, CA
• 03/2017 → 01/2020
  Westmount Asset Management
  Los Angeles, CA
• 01/2020 → 12/2020
  Georgette Young, Independent Financial Advisor
  Los Angeles, CA
• 01/2021 → 03/2021
  Capstone Partners Financial And Insurance Services
  Los Angeles, CA
• 04/2021 → 10/2025
  Fidelity Brokerage Services Llc
  Brea, CA
• 06/2021 → 03/2025
  Fidelity Personal And Workplace Advisors
  Brea, CA
• 10/2025 → Present
  Inspire Advisors, Llc
  Meridian, ID
• 03/2025 → 10/2025
  Strategic Advisers Llc
  Brea, CA

Previous Registrations

• 2025-03-31 → 2025-11-12
  Strategic Advisers Llc
  Brea, CA
  Brea, CA
  Boston, MA
• 2021-06-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA
• 2020-09-17 → 2021-01-08
  Young, Georgette N.
  Los Angeles, CA

Other Businesses

1) Independent Licensed Insurance Agent, Investment-related, Brea, California, 12/2020, 20 hours/month, Sells Life, Health, Disability, Long Term Care, and Annuities

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-07-21
• S65 Uniform Investment Adviser Law Examination
  2020-02-04

Designations

Other Names

• Georgette Nicole Young
• Georgette Young