Christopher Urban
Christopher Urban is a registered investment advisor at LPL Financial LLC, based in Orchard Park, NY, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6470 New Taylor Road, Orchard Park, NY, 14127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher co-owns rental property and buys/sells real estate, dedicating minimal time to each. He is also an insurance agent selling life, disability, and long-term care insurance, and an investment advisor representative (IAR) with WNY Asset Management.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wny Asset Management, LLC
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 states
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