NY
CFP
NY
CFP

Nikyla Nikki Young

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
2,583 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
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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 1 mo
Northwest Financial Advisors LLC
November 2020 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
January 2018 - Present · 8 yrs 1 mo
State Registrations32 states
ALAZCACOCTDCDEFLGAINKYLAMAMDMINCNJNMNVNYOHOKORPASCTNTXUTVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.