William UrbanikCRD Number: 4536117
Current Firm: Sagepoint Financial, Inc.
William Urbanik (CRD# 4536117) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Latrobe, PA and has over 14 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Trustmont Advisory Group, Inc.
Cadaret Grant & Co Inc.
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Current||8|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Aig Bank||Wilmington, DE||May 2004 - Dec 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||May 2003|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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
- 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
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