Brenden Urban (CRD# 7084600) is an Investment Advisor Representative working at Capital Investment Advisors, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.
CRD# 2711031
Zwj Investment Counsel Inc.
CRD# 5345373
Rockefeller Capital Management
CRD# 2840898
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Investment Advisors | Atlanta, GA | Mar 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Jacksonville, FL | May 2022 - Mar 2024 | 1 |
| Invesco | Atlanta, GA | Aug 2021 - May 2022 | < 1 |
| Fidelity Investments | Atlanta, GA | Apr 2021 - Jul 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | May 2020 - Apr 2021 | < 1 |
| Raymond James | Tallahassee, FL | Mar 2019 - May 2020 | 1 |
| Florida State University | Tallahassee, FL | Aug 2016 - May 2020 | 3 |
| Chipotle | Tallahassee, FL | Dec 2019 - Jan 2020 | < 1 |
| Robert Half | Jacksonville, FL | May 2019 - Aug 2019 | < 1 |
| Moe's Southwest Grill | Tallahassee, FL | Apr 2018 - Jan 2019 | < 1 |
| Gvo | Tallahassee, FL | Mar 2018 - Sep 2018 | < 1 |
| Sodexo | Tallahassee, FL | Aug 2017 - Jan 2018 | < 1 |
| Moe's Southwest Grill | Jacksonville, FL | Oct 2014 - Aug 2016 | 1 |
| Creekside High School | Jacksonville, FL | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- GA
-
Total Assets Under Management5,261MILLIONS
-
Total Number of Accounts12,390ACCOUNTS
-
Average Account Value$424,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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