Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Urban? Claim Your ProfileUrban Larson is an investment advisor representative at White Pine Advisory LLC, a firm based in Brookline, Massachusetts. Urban has been in the industry since 1996 and holds both Series 7 and Series 65 licenses. Urban's background includes experience at Salomon Brothers Inc. and Standish Mellon Asset Management. Urban provides portfolio management services to individuals and has approximately $3.8 million in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
04/12/2019 - Present
White Pine Advisory LLC (BROOKLINE MA)
NY
10/08/1996 - 11/05/1997
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 11/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Urban Larson is the right advisor for you? Invested Better is here to help.
