Edward Urquidi, financial advisor Coral Gables FL

Edward Urquidi

CRD Number: 2172307
Current Firm: Futura Asset Advisors LLC

Edward Urquidi (CRD# 2172307) is an Investment Advisor Representative working at Futura Asset Advisors LLC in Coral Gables, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Futura Asset Advisors LLC Coral Gables, FL May 2005 - Current 17
Insight Securities, Inc. Riverwoods, IL Nov 2006 - Apr 2021 14
Insight Securities, Inc. Coral Gables, FL Jun 2005 - Apr 2021 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Edward H. Urquidi
Phone Number: (305) 774-9906
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    390
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $9,291,658
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL

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