Frank Urban (CRD# 1094386) is an Investment Advisor Representative working at The Urban Advisory Group LLC in Charleston, SC and has over 17 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Urban Advisory Group LLC | Charleston, CA | Dec 2009 - Current | 14 |
| Intersecurities, Inc. | N. Charleston, SC | Apr 2007 - Current | 17 |
| American Republic Insurance Company | Des Moines, IA | Mar 2006 - Current | 18 |
| Equity Leadership Insurance Agency, Inc. | Pensacola, FL | Sep 2005 - Current | 18 |
| Equity Leadership Mortgage Group, Inc. | Centennial, CO | Sep 2005 - Current | 18 |
| Equity Leadership Group Of America, Inc. | Centennial, CO | Sep 2005 - Current | 18 |
| World Insurance Company | Omaha, NE | Jan 2001 - Current | 23 |
| The Urban Financial Group (dba) | Charleston, SC | Sep 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2010 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
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- Financial planning services
- Selection of other advisers (including private fund managers)
SC
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