Joseph YurgecCRD Number: 1046095
Current Firm: Npb Financial Group, LLC
Joseph Yurgec (CRD# 1046095) is an Investment Advisor Representative working at Npb Financial Group, LLC in Tucson, AZ and has over 35 years of experience in the finance industry.
First Heartland Consultants, Inc.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
|Npb Financial Group, LLC||Tucson, AZ||Sep 2013 - Current||4|
|Yurgec Financial Services||Tucson, AZ||Mar 1985 - Current||33|
|Lpl Financial Corporation||Tucson, AZ||Sep 2009 - Sep 2013||4|
|Associated Securities Corp.||Tucson, AZ||Dec 1998 - Sep 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1982|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management281MILLIONS
Total Number of Accounts907ACCOUNTS
Average Account Value$309,813
- 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)
AK, AZ, CA, CO, IL, NV, TX, UT