Urban A. Larson
Professional summary
Urban Alexander Foix Larson, who also goes by Urban Alexander Larson, is a registered financial advisor currently at WHITE PINE ADVISORY LLC located in Brookline, Massachusetts.
Urban is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Urban has worked at 2 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Urban Alexander Foix Larson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2019 - Present
WHITE PINE ADVISORY LLC
October 8, 1996 - November 5, 1997
SALOMON BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2019)
Exams
Current Firm
WHITE PINE ADVISORY LLC
CRD#: 300700 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 5,350,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
