Featured Business Financial Advisor in Irvine, CA
Irvine Financial Advisors
LPL Financial
2601 Main Street #200
Irvine, CA 92614
(949) 536-2096
“Wherever Your Story Takes You, Trilogy is There”
Advisor Profile
Jim Young Managing Vice President
Name:  Jim Young Managing Vice President
Phone Number:  (949) 536-2096
Website:  Visit Website

About LPL Financial

Financial Decisions are our business.

Let's face it. You can buy investments anywhere. You can find volumes of advice online. Why hire a Trilogy Financial advisor?

Since 1999, we have been helping financially-conscious Americans sort through the fog of investments, insurance and personal finance. With our thorough DecisionCoach process, we can help you get clarity on your highest priorities and then organize a decision plan to chart the path from here to there.


Jim Young is a registered representative for LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC please see the "Research This Advisor" section below. Investment advice offered through Trilogy Capital, Inc., a registered investment advisor. Trilogy Financial and Trilogy Capital,Inc. are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA

General Information

CRD#:    4355599
Firm CRD#:    281597
Insurance License#:    0D37023
States Licensed in:    CA
States Willing to do Business in:   

Qualifications & Memberships

Securities Licenses:    Series 24, Series 63, Series 65, 51, Series 7, Series 6
Insurance and Annuity Licenses:    Annuity, Health, Disability, Life, Variable Annuity, Long Term Care, Variable Life


Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets, Subscriptions, Commissions
Fee % Based on Assets:    1%
Hourly Rate:    NA
Additional Details on Charges:    My compensation will be based on the type of service model that makes most sense for my clients. I will be clear and transparent what those fees will be.
Minimum Fee Charged for Managed Accounts:    1%
Minimum Fee Charged for Hourly Planning Accounts:    NA
Prepared By: Jim Young Managing Vice President