Brian Urban, financial advisor Chiefland FL
90 score

Brian Urban

CRD Number: 5968450
Current Firm: Invest Financial Corporation

Brian Urban (CRD# 5968450) is an Investment Advisor Representative working at Invest Financial Corporation in Chiefland, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Capital City Banc Tallahassee, FL Oct 2014 - Current 2
Invest Financial Corp. Tampa, FL Oct 2014 - Current 2
Park Avenue Securities Tallahassee, FL Sep 2011 - Oct 2014 3
Guardian Life Insurance Company Tallahassee, FL Aug 2011 - Oct 2014 3
Unemployed Tallahassee, FL Jun 2011 - Aug 2011 < 1
Wrs Compass Tallahassee, FL Feb 2006 - Jun 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Brian W. Urban
Phone Number: (813) 880-5300
Registered State(s):
  • AL
  • CA
  • FL
  • GA
  • LA
  • MI
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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