Timothy Urban, financial advisor Crystal Lake IL
88 score

Timothy Urban

CRD Number: 6364498
Current Firm: Park Avenue Securities LLC

Timothy Urban (CRD# 6364498) is an Investment Advisor Representative working at Park Avenue Securities LLC in Crystal Lake, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Company Rosemont, IL Jul 2014 - Current 2
Park Avenue Securities, LLC Rosemont, IL Jul 2014 - Current 2
Guardian Crystal Lake, IL Dec 2013 - Current 3
Park Ave Securities Crystal Lake, IL Jul 2013 - Current 3
Dicks Sporting Goods Rockford, IL Jan 2013 - Jun 2014 1
Target Lake Zulich, IL Jun 2003 - Dec 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Timothy J. Urban
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • TX
  • WI
  • CO
  • IL
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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