Ursula Whitehurst (CRD# 6101337) is an Investment Advisor Representative working at Primerica Advisors in Cranbury, NJ and has over 2 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Cranbury, NJ | Apr 2021 - Current | 3 |
| Nj Teacher Pension | Trenton, NJ | Sep 2019 - Current | 4 |
| Primerica Financial Services | Cranbury, NJ | Aug 2011 - Current | 12 |
| Doordash | San Francisco, CA | Aug 2020 - Nov 2020 | < 1 |
| Was Not Working | Piscataway, NJ | Nov 2019 - Aug 2020 | < 1 |
| Swing Education | San Francisco, CA | Jun 2019 - Nov 2019 | < 1 |
| Source4teachers | Doylestown, PA | May 2017 - May 2019 | 2 |
| Pfs Investments Inc. | Jamesburg, NJ | Aug 2012 - Oct 2018 | 6 |
| Metro Public Adjustment Inc. | Bensalem, PA | Apr 2015 - Feb 2018 | 2 |
| Newark Public School | Newark, NJ | Sep 1990 - Apr 2017 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- NJ
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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