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Anthony Urfer

8 Years of Experience
Colorado Springs, CO
Broker

Anthony Urfer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

540 N Cascade Ave, Suite 100, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2017 - Present · 8 yrs 5 mos
Raymond James Financial Services, INC.
October 2017 - Present · 8 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2017 - Present · 8 yrs 7 mos
State Registrations5 states
COLAORWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anthony Urfer - Financial Advisor | TrueAdvisor