Robert Bruce Young

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 11/2017
  Principal Life Insurance Company
  Houston, TX
• 02/2016 → 11/2017
  Princor Financial Services Corporation
  Houston, TX
• 11/2017 → 10/2022
  Concourse Financial Group Securities Inc
  The Woodlands, TX
• 01/2017 → 08/2020
  (Dba) Perkins Financial
  The Woodlands, TX
• 09/2020 → Present
  (Dba) Old Glory Financial
  The Woodlands, TX
• 10/2022 → Present
  Lpl Financial, Llc
  The Woodlands, TX

Previous Registrations

• 2017-12-01 → 2022-11-30
  Concourse Financial Group Securities, Inc.
  The Woodlands, TX
  The Woodlands, TX
• 2016-03-22 → 2017-12-13
  Principal Securities, Inc.
  Houston, TX

Other Businesses

1. 10/31/2022 - OLD GLORY FINANCIAL/ FINANCIAL INSTITUTION DUTY/ INVESTMENT RELATED/ 0%/ THE WOODLANDS, TX 2. 10/31/2022 - ROBERT YOUNG - PROPERTY MANAGER/ OUTSIDE W2 EMPLOYMENT/ NOT INVESTMENT RELATED/ 1%/ THE WOODLANDS, TX 3. 10/31/2022 - ROBERT YOUNG/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 3%/ THE WOODLANDS, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-01-15