UL

Urban A. Larson

WHITE PINE ADVISORY
Brookline, MA
Some features on this profile are disabled
CRD#: 1951304
UL

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


Are you a "fiduciary"?
Yes

Aliases


Urban Alexander Larson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Urban Alexander Foix Larson's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 12, 2019 - Present

WHITE PINE ADVISORY LLC

RIA
CRD#: 300700
Brookline, MA
Past

October 8, 1996 - November 5, 1997

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(4/12/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/26/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


WP
WHITE PINE ADVISORY LLC
WHITE PINE ADVISORY LLC

CRD#: 300700 / SEC#:

Massachusetts
Registered Investment Advisory firm - (4/12/2019 Approved)
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Contact information


Main Address
Brookline, MA
Mailing Address
Phone number
(617) 505-5212
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts29
AUM (Assets Under Management)$ 5,850,000

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WHITE PINE ADVISORY LLC

CRD#: 300700Brookline, MA

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