Erik Lembcke, financial advisor West Palm Beach FL
96 score

Erik Lembcke

CRD Number: 5953894
Current Firm: Urs Advisory

Erik Lembcke (CRD# 5953894) is an Investment Advisor Representative working at Urs Advisory in West Palm Beach, FL and has over 6 years of experience in the finance industry. Erik Lembcke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Urs Advisory Llc Dba Urs Advisory West Palm Beach, FL Nov 2017 - Current < 1
Urs Advisory Llc Dba Urs Advisory West Palm Beach, FL Aug 2017 - Current < 1
Gradient Securities, LLC Arden Hills, MN Nov 2016 - Current 1
Jel Enterprises Inc. West Palm Beach, FL Oct 2016 - Current 1
First Republic Securities Company, LLC Palm Beach, FL Jan 2014 - Sep 2016 2
First Republic Securities Company, LLC Palm Beach, FL Dec 2013 - Sep 2016 2
Deutsche Bank Securities Inc. Palm Beach, FL Aug 2011 - Sep 2013 2
Suntrust Winter Park, FL Mar 2008 - Jun 2011 3
Island Capital Advisors Palm Beach, FL Nov 2005 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Erik H. Lembcke
Phone Number: 561-594-0100
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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