Timothy Urban (CRD# 6364498) is an Investment Advisor Representative working at Park Avenue Securities LLC in Crystal Lake, IL and has over 9 years of experience in the finance industry.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 5252940
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Rosemont, IL | Jul 2014 - Current | 9 |
| Park Avenue Securities, LLC | Rosemont, IL | Jul 2014 - Current | 9 |
| Guardian | Crystal Lake, IL | Dec 2013 - Current | 10 |
| Park Ave Securities | Crystal Lake, IL | Jul 2013 - Current | 10 |
| Dicks Sporting Goods | Rockford, IL | Jan 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- MD
- MA
- MI
- MO
- NE
- NC
- OH
- OK
- PA
- TX
- VA
- WA
- WI
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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