Urban FlemingCRD Number: 6125049
Current Firm: Lpl Financial LLC
Urban Fleming (CRD# 6125049) is an Investment Advisor Representative working at Lpl Financial LLC in Callahan, FL and has over 4 years of experience in the finance industry.
Paragon Wealth Strategies, LLC
Wealth By Empowerment
Marchand Faries Financial Management, Inc.
|Vystar Credit Union||Jacksonville, FL||Sep 2017 - Current||< 1|
|Lpl Financial LLC||Jacksonville, FL||Sep 2017 - Current||< 1|
|Bb&t||Jacksonville, FL||Aug 2017 - Sep 2017||< 1|
|Regions Bank||Jacksonville, FL||Aug 2013 - Aug 2017||4|
|Cetera Investment Advisers LLC||Jacksonville, FL||Jan 2014 - Jul 2017||3|
|Cetera Investment Services LLC||St Cloud, MN||Dec 2013 - Jul 2017||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|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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, WY
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