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Advisors / Virginia / Virginia Beach
2yrs

Stephen Young

Financial advisor at State Farm Investment Management

Stephen Young is a fiduciary financial advisor in Virginia Beach, Virginia, with 2 years in the industry. Stephen joined State Farm Investment Management in 2025, a firm offering investment management. The firm is paid through a percentage of assets.

One of 560 advisors with offices in Virginia Beach, and one of 536 fiduciaries.

Virginia Beach, VA 23462Fiduciary advisor

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office5029 Corporate Woods Dr Suite 200, Virginia Beach, VA 23462
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state

Services through State Farm Investment Management

Investment management for individuals and small businessesManaging mutual funds

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Feb 2025 – now

Questions to ask Stephen

Tailored to Stephen’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Stephen

How do I contact Stephen?

Call State Farm Investment Management at (800) 447-0740 and ask for Stephen Young. Stephen works from the Virginia Beach, VA office.

How long has Stephen been a financial advisor?

Stephen has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Stephen hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Stephen a fiduciary?

Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Stephen paid?

State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Stephen for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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