Urban Fleming, financial advisor Callahan FL

Urban Fleming

CRD Number: 6125049
Current Firm: Lpl Financial LLC

Urban Fleming (CRD# 6125049) is an Investment Advisor Representative working at Lpl Financial LLC in Callahan, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Jacksonville, FL Sep 2017 - Current 6
Vystar Credit Union Jacksonville, FL Sep 2017 - Current 6
Bb&t Jacksonville, FL Aug 2017 - Sep 2017 < 1
Regions Bank Jacksonville, FL Aug 2013 - Aug 2017 4
Cetera Investment Advisers LLC Jacksonville, FL Jan 2014 - Jul 2017 3
Cetera Investment Services LLC St Cloud, MN Dec 2013 - Jul 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for Urban C. Fleming
Phone Number: 704-733-3300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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