Urban Fleming, financial advisor Jacksonville FL
89 score

Urban Fleming

CRD Number: 6125049
Current Firm: Cetera Investment Advisers LLC

Urban Fleming (CRD# 6125049) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jacksonville, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Jacksonville, FL Jan 2014 - Current 2
Cetera Investment Services LLC St Cloud, MN Dec 2013 - Current 3
Regions Bank Jacksonville, FL Aug 2013 - Current 3
Nylife Securities LLC Jacksonville, FL Jul 2013 - Aug 2013 < 1
New York Life Insurance Company Jacksonville, FL Oct 2012 - Aug 2013 < 1
Florida State College At Jacksonville Jacksonville, FL Aug 2012 - May 2013 < 1
Unemployed Jacksonville, FL Aug 2012 - Oct 2012 < 1
Home Depot Jacksonville, FL Aug 2011 - Aug 2012 1
Florida State College At Jacksonville Jacksonville, FL Jul 2009 - Aug 2011 2
Frcse Jacksonville, FL Jan 2010 - Jul 2011 1
Jo-kell Jacksonville, FL Sep 2008 - Jul 2009 < 1
Unemployed Jacksonville, FL May 2008 - Sep 2008 < 1
Lexington County District Two West Columbia, SC Sep 1998 - May 2008 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for Urban C. Fleming
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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