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Danika Marie Young

Investment Adviser Representative at LPL Financial LLC

Southlake, TXCRD #6569032Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Danika Marie Young is an investment adviser representative with LPL Financial LLC in Southlake, TX, where they have been registered since 2022, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Office

500 N Carroll Ave Ste 100
Southlake, TX 76092

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
11 states and territories

Arkansas, California, Colorado, Florida, Louisiana, New York, North Carolina, Oklahoma, Texas, Washington, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/16/2022
Series 7
General Securities Representative Examination
Passed 10/31/2022
SIE
Securities Industry Essentials Examination
Passed 7/28/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LPL Financial LLCCurrent
12/19/2022 – Southlake, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LPL Financial LLC
    Jul 2021 – no end date reportedSouthlake, TX
  2. Waddell and Reed
    Sep 2015 – Jul 2021Southlake, TX
  3. 18/8 Fine Men's Salon
    Aug 2016 – Feb 2017Keller, TX
  4. University of Phoenix
    Jan 2016 – Sep 2018Phoenix, AZ

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LPL Financial LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
24,114
Offices listed on AdvisorFinder:
25
Main office:
Fort Mill, SC
SEC file number:
801-10970

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 21, 2026

View full firm profile

Other advisors at LPL Financial LLC

Showing 12 of 24,114 in the directory

View LPL Financial LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danika Marie Young has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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