NY
CFP
NY
CFP

Nikyla Young

8 Years of Experience
BrokerSells Insurance

Nikyla Young is a CFP-designated registered investment advisor, based in Herndon, VA, with 8 years of industry experience.

Location

200 Spring Street, Suite 120, Herndon, VA, 20170

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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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Other Business ActivitiesSells Insurance

Nikyla operates under Northwest Financial Advisors, LLC as a DBA for LPL business and provides investment advisory services through the same entity as an IAR, dedicating full-time hours to this. Nikyla also works with NW Insurance Agency selling non-variable insurance and refers clients through Northwest Financial Group, LLC.

Employment History
Current Registrations
Northwest Financial Group LLCBroker
January 2021 - Present · 5 yrs 3 mos
Northwest Financial Advisors LLC
November 2020 - Present · 5 yrs 5 mos
LPL Financial LLCBroker
January 2018 - Present · 8 yrs 3 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAINKYLAMAMDMINCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.