Christian Urbina
CRD Number: 5104700Current Firm: Prosperitus Wealth Advisors
Compensation Model: Fee Only
Christian Urbina (CRD# 5104700) is President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC a Comprehensive Wealth Management and Financial Planning Firm. working in Coral Springs, FL and has over 14 years of experience in the financial services industry. Christian Urbina holds the prestigious CERTIFIED FINANCIAL PLANNER designation and is a graduate of Florida State University with degrees in Finance and in Applied Economics with Specialized Studies in Advanced Economic Analysis.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
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Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperitus Wealth Advisors | Coral Springs, FL | Jan 2020 - Current | 4 |
| Urbina Investment Group, LLC | Ft. Lauderdale, FL | May 2012 - Current | 12 |
| Avenir Private Advisors, LLC | Miami, FL | Dec 2018 - Jan 2020 | 1 |
| Capital Guardian Wealth Management, LLC | Ft. Lauderdale, FL | Jul 2012 - Dec 2018 | 6 |
| Kovack Securities, Inc. | Fort Lauderdale, FL | May 2017 - Jun 2018 | 1 |
| Capital Guardian, LLC | Ft. Lauderdale, FL | Jul 2012 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
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.
Get Details on the FINRA Advisor Check site- FL
- NY
- TX
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Total Assets Under Management52MILLIONS
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Total Number of Accounts344ACCOUNTS
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Average Account Value$152,326
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, NY, TX
Investment Advisory Services offered through Prosperitus Wealth Advisors, LLC, a State Registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.
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