Christian E. Urbina

PROSPERITUS WEALTH ADVISORS

CORAL SPRINGS, FL 33065

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CRD#: 5104700

Professional summary

Christian Eliezer Urbina, CFP® is a registered financial advisor currently at PROSPERITUS WEALTH ADVISORS located in Coral Springs, Florida.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christian has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Eliezer Urbina'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 21, 2020 - Present

PROSPERITUS WEALTH ADVISORS

Office #1: 2855 N University Drive Suite 110, Coral Springs, FL 33065

RIA

CRD#: 306630

CORAL SPRINGS, FL

Past

December 18, 2018 - January 21, 2020

AVENIR PRIVATE ADVISORS, LLC

RIA

CRD#: 298064

Coral Springs, FL

Past

May 30, 2017 - June 29, 2018

KOVACK SECURITIES INC.

CRD#: 44848

Coral Springs, FL

Past

July 16, 2012 - December 31, 2018

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 131631

Coral Springs, FL

Past

June 29, 2012 - June 8, 2017

CAPITAL GUARDIAN, LLC

CRD#: 137919

FT LAUDERDALE, FL

Past

May 28, 2010 - July 13, 2012

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

FORT LAUDERDALE, FL

Past

September 29, 2009 - July 13, 2012

INVEST FINANCIAL CORPORATION

CRD#: 12984

FORT LAUDERDALE, FL

Past

July 17, 2006 - September 29, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PLANTATION, FL

Past

June 22, 2006 - September 29, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PLANTATION, FL

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

Florida
(1/21/2020)

IAR

New York
(6/4/2021)

IAR

Texas
(4/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/13/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2006

General Securities Representative Examination

Current Firm

PROSPERITUS WEALTH ADVISORS

PROSPERITUS WEALTH ADIVSORS, LLC | PROSPERITUS WEALTH, LLC | PROSPERITUS WEALTH ADVISORS, LLC | PROSPERITUS WEALTH ADVISORS

CRD#: 306630 / SEC#:

Florida

Registered Investment Advisory firm - (1/21/2020 Approved)

New York

Registered Investment Advisory firm - (6/4/2021 Approved)

Texas

Registered Investment Advisory firm - (3/9/2021 Conditional Restricted)

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Contact information

Main Address

2855 N University Drive Suite 110, Coral Springs, FL 33065

Mailing Address

Phone number

(954) 400-1470

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	406
AUM (Assets Under Management)	$ 60,400,000

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.

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Advisor Monitoring

Firm Stability Insights

Christian E. Urbina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Eliezer Urbina's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERITUS WEALTH ADVISORS

AVENIR PRIVATE ADVISORS, LLC

KOVACK SECURITIES INC.

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

CAPITAL GUARDIAN, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2006

SIE

Date: 6/29/2018

Series 7

Date: 6/21/2006

Current Firm

PROSPERITUS WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROSPERITUS WEALTH ADVISORS

TRUST BUT VERIFY

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