Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Urban is a financial advisor with Discovery Wealth Planning LLC. Christopher is registered with the state of Virginia as an Investment Advisor Representative (IAR) and has Series 65 securities license. Christopher is also a Certified Financial Planner. Christopher has over 10 years of experience in the financial services industry. Christopher currently works at the McLean, Virginia office of Discovery Wealth Planning LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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VA
05/18/2022 - Present
Discovery Wealth Planning LLC (MCLEAN VA)
IA
Issued 03/12/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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