Best Investors Account Sign in
Inactive

Michael Joseph Young

Clearview Financial, Inc.

San Diego, CA

CRD 7052912

Claim This Profile
Employer firm

Clearview Financial, Inc. CRD 131944

$101M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Clearview Financial, Inc.

11622 El Camino Real 100, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2020-05-18
CA RA APPROVED 2018-12-10
  • LA RA
    APPROVED
    Since 2020-05-18
  • CA RA
    APPROVED
    Since 2018-12-10

Branch Locations

11622 El Camino Real 100, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clearview Financial San Diego CA 06/2018 12/2018
Full Time Student San Diego, Ca CA 07/2012 06/2018
Clearview Financial San Diego CA 12/2018 Present
  • 06/2018 → 12/2018
    Clearview Financial
    San Diego, CA
  • 07/2012 → 06/2018
    Full Time Student
    San Diego, Ca, CA
  • 12/2018 → Present
    Clearview Financial
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-03
  • S65 Uniform Investment Adviser Law Examination
    2018-12-03
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RBC CAPITAL MARKETS, LLC

Nearby Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

More in San Diego, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor