Tim Urban Email & Phone Number
CERTIFIED FINANCIAL PLANNER™and independent Financial Advisor @ LPL Financial
Tim Urban Location
Kennebunk, ME, US
Tim Urban Work
- 2010 - now CERTIFIED FINANCIAL PLANNER™and independent Financial Advisor @ LPL Financial
- 2006 - 2010 Financial Advisor @ E-Logic Info Tech Ltd
- 2006 - 2007 FA @ Santander Bank, N.A.
- 1998 - 2005 New Business @ John Hancock Financial Services
Tim Urban Education
- Susquehanna University
Bachelor of Arts (BA) (Political Science and Government)
1994 - 1998 - Brunswick High1990 - 1994
- Merrimack College
The Certificate Program in Financial Planning
Tim Urban Skills
- Wealth Management
- Leadership
- FINRA
- Series 63
- Team Building
- Investments
- Public Speaking
- Accounting
- Finance
- Strategic Planning
Tim Urban Summary
Tim Urban, based in Kennebunk, ME, US, is currently a CERTIFIED FINANCIAL PLANNER™and independent Financial Advisor at LPL Financial. Tim Urban brings experience from previous roles at TD Bank Group, Santander Bank, N.A. and John Hancock Life Insurance Company (U.S.A.). Tim Urban holds a 1994 - 1998 Bachelor of Arts (BA) in Political Science and Government @ Susquehanna University. With a robust skill set that includes Wealth Management, Leadership, FINRA, Series 63, Team Building and more. Tim Urban has 2 emails on RocketReach.
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