Tim Urban Email & Phone Number
CERTIFIED FINANCIAL PLANNER™and independent Financial Advisor @ LPL Financial
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Tim Urban Location
- Kennebunk, ME, US
Tim Urban Work
- 2010 -now CERTIFIED FINANCIAL PLANNER™and independent Financial Advisor @
- 2006 -2010 Financial Advisor @
- 2006 -2007 FA @
- 1998 -2005 New Business @
Tim Urban Education
- Susquehanna University
Bachelor of Arts (BA) (Political Science and Government)
1994-1998 - Brunswick High 1990-1994
- 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
- Financial Analysis
- Financial Services
- Securities
- Financial Planning
- Mutual Funds
- Series 7
- Certified Financial Planner
- Inheritance Tax Planning
- Online Advertising
- Wealth Accumulation
- Wealth Management Services
- Pensions
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 1 emails on RocketReach.
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