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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Urban? Claim Your ProfileUrban Walter Adams is a registered investment advisor with Dynamic Wealth Advisors in Phoenix, Arizona. Urban has over 20 years of experience in the financial services industry. Urban has been registered with the state of Arizona since 2017 and is also registered in California and Colorado. Urban has a Series 6, 7, 9, 10, 63, and 65 license. Urban is a highly experienced and qualified investment advisor who is committed to providing his clients with the highest level of service. Urban has extensive experience in providing financial advice and investment management services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
A percentage of the total value of assets under management is charged.
Asset-based and flat fees for model portfolio adviser services
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AZ
11/08/2022 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
AZ
04/02/2008 - 01/31/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
12/21/2000 - 08/04/2006
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
PA
03/22/2000 - 08/14/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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