TrueAdvisor
TrueAdvisor
GY
CFP
GY
CFP

Georgette Young

Inspire Advisors, LLC
11 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Inspire Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Location

Brea, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Inspire Advisors, LLC
October 2025 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - November 2025 · 8 mos
Fidelity Personal and Workplace Advisors
June 2021 - March 2025 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
June 2021 - November 2025 · 4 yrs 5 mos
Young, Georgette N.
September 2020 - January 2021 · 4 mos
Charles Schwab & CO., INC.Broker
May 2008 - June 2012 · 4 yrs 1 mo
Wamu Investments, INC.Broker
February 2007 - April 2008 · 1 yr 2 mos
Primevest Financial Services, INC.Broker
March 2005 - May 2006 · 1 yr 2 mos
Edward JonesBroker
November 2003 - June 2004 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.