Shawn
Young
Rb Capital Management, LLC
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About this Advisor
Shawn Young is a financial advisor based in Fresno, California, working with Rb Capital Management, LLC. Shawn has previously held positions at Rb Capital Management, LLC, the Department of Defense, and UCLA. Shawn has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Shawn is part of Rb Capital Management, LLC, which operates out of Fresno, California. The firm has 7 offices and 14 employees. The firm manages assets totaling $717.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Rb Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rb Capital Management, LLC Brokerage Details
$717,584,687
14
1,335
$537,517
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Shawn Young Work History
Rb Capital Management, LLC
Ucla
Department Of Defense
Disclosures
Please visit the SEC profile of Shawn Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rb Capital Management, LLC
Walnut Creek, CA
Reno, NV
Kenwood, CA
Wilton, CT
Fresno, CA
Walnut Creek, CA
Burlingame, CA
Burlingame, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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