Invested Better
Unclaimed

Unclaimed

Unclaimed

Clint Richard Urso

Atlantic Investments A Registered Investment Advisor, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Clint? Claim Your Profile

About Clint Richard Urso

Clint Richard Urso is an Investment Advisor Representative registered with Atlantic Investments A Registered Investment Advisor, Inc. Clint has been in the industry since March 2009. Clint is licensed to provide investment advice in California. Clint Urso has one state examination, the Uniform Investment Adviser Law Examination. Clint has been a Registered Investment Advisor since 2010. In addition to working with Atlantic Investments, Clint is also an insurance agent for Atlantic Financial Services, Inc. Clint is a licensed insurance agent and holds a California Insurance License. Clint's area of specialization is Financial Planning. Clint's firm, Atlantic Investments, provides financial planning services to individuals and businesses. Atlantic Investments also provides portfolio management services, and selection of other advisors. Clint has a large client base, with over 200 clients.

Firm Information

Clint Urso is currently registered with Atlantic Investments A Registered Investment Advisor, Inc.. Atlantic Investments A Registered Investment Advisor, Inc. is a Registered Investment Advisor with 2 licensed agents and 2 investment adviser representatives. The firm offers financial planning and selection of other advisors.

Not reported

Assets Under Management

212

Total Clients

39

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

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.

check

other

Referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Clint Urso’s Registration & Firm History

CA

09/13/2010 - Present

Atlantic Investments A Registered Investment Advisor, Inc. (LOS ANGELES CA)

Not sure if Clint Richard Urso is right for you?

Licenses & Designations

IA

Issued 03/12/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clint Richard Urso.
Not sure if Clint Richard Urso is right for you?