Leo UrsoCRD Number: 5631204
Current Firm: Wells Fargo Advisors, LLC
Leo Urso (CRD# 5631204) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Bristol, PA and has over 8 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Wells Fargo Advisors LLC||Levittown, PA||May 2009 - Current||8|
|Wachovia Bank, N.a.||Jenkintown, PA||Jan 2009 - Current||8|
|Wachovia Securities, LLC||Jenkinstown, PA||Jan 2009 - May 2009||< 1|
|Harris School Of Business||Cherry Hill, NJ||Dec 2008 - Dec 2008||< 1|
|Unemployed||Unemployed, PA||Jul 2008 - Nov 2008||< 1|
|Integrated Financial Group||Langhorne, PA||Feb 2008 - Jul 2008||< 1|
|Unemployed||Unemployed, PA||Jan 2008 - Jan 2008||< 1|
|Village Capital And Investment||Mount Laurel, NJ||Feb 2007 - Dec 2007||< 1|
|Jp Morgan Chase||Fort Washington, PA||Jan 2005 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2009|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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