Xavier Urpi (CRD# 1729302) is an Investment Advisor Representative working at Emergent Financial Services, LLC in Charlottesville, VA and has over 31 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cutler Investment Counsel | Charlottesville, VA | Oct 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
- VA
-
Total Assets Under Management1,109MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$6,642,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NY, VA
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