Urban Larson (CRD# 1951304) is an Investment Advisor Representative working at White Pine Advisory LLC in Brookline, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| White Pine Advisory, LLC | Brookline, MA | Feb 2019 - Current | 5 |
| Unemployed | Boston, MA | May 2016 - Feb 2019 | 2 |
| Standish Mellon Asset Management | Boston, MA | May 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- MA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$271,429
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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