David Young has been an investment adviser representative at Harding Wealth since February 2024, and is not listed among the firm’s executive officers or direct owners. David Young holds a Master's degree in Financial Planning from Texas Tech University.
Harding Wealth, Inc. is a Tempe, AZ firm with $213M under management, 169 clients and 3 advisers in one office, as of its March 2026 filing.
David Young works in Advice & Strategy at Harding Wealth. He started in wealth management in 2020 after completing a master's degree in financial planning, and joined Harding Wealth in 2024.
David Young’s longest registration is the current one, 2 years at Harding Wealth since 2024. Before joining Harding Wealth in 2024, David Young was registered through Core Planning and LPL Financial LLC.
- Harding Wealth, Inc.Current– present · 2 yearsLubbock, TX · Adviser representative · Firm CRD 282686
- Core Planning– · under a yearLubbock, TX · Adviser representative · Firm CRD 154660
- LPL Financial LLC– · 1 yearLubbock, TX · Adviser representative · Firm CRD 6413
Professional designations
Listed by Harding Wealth
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
David Young is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is Arizona, in March 2024.
- ArizonaSince 20 March 2024
- TexasSince 2 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 January 2022 |
| Series 7TO | General Securities Representative Examination | 24 November 2021 |
| SIE | Securities Industry Essentials Examination | 13 August 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David Austin Young
- CRD
- 7287492
- Firm
- Harding Wealth · CRD 282686
- Office
- 4405 16th St, Lubbock, TX 79416
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hardingwealth.com
Where does David Young work?
David Young is an investment adviser representative registered through Harding Wealth, Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Young a financial advisor?
Yes. David Young has a current investment-adviser registration in Arizona and Texas, through Harding Wealth since February 2024.
How many years of experience does David Young have?
David Young has 4 years in the financial industry, since December 2021, across 3 adviser firms.
What exams has David Young passed?
David Young has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2021.
Where did David Young work before Harding Wealth?
Before Harding Wealth, David Young was registered through LPL Financial LLC, January 2022 to November 2023.
Where is David Young based?
David Young’s registered office is in Lubbock, TX.
Is David Young registered with FINRA?
No. David Young has no current broker registration.
Is David Young a CFP?
Harding Wealth lists David Young with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify David Young’s record?
Search CRD 7287492 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Young’s full registration record.