Erin UrdiCRD Number: 5914369
Current Firm: Edward Jones
Erin Urdi (CRD# 5914369) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 5 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||St. Louis, MO||Apr 2011 - Current||6|
|Tween Brands||Chesterfield, MO||Nov 2010 - Apr 2011||< 1|
|Unemployed||Chesterfield, MO||Oct 2009 - Nov 2010||1|
|A-1 Factoring||Manchester, MO||May 2009 - Oct 2009||< 1|
|Homemaker||Chesterfield, MO||Aug 2008 - May 2009||< 1|
|Pampered Chef||Pembroke, MA||Nov 2005 - Aug 2008||2|
|News America Marketing||Brockton, MA||May 2007 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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