AU
Alexander Urpi
from Emergent Financial Services, Llc.
Alexander Urpi is a financial advisor based in Virginia, Charlottesville,
with 14 years of experience. Alexander currently works for
Emergent Financial Services, Llc..
Alexander maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Alexander Urpi works at Emergent Financial Services, Llc.
Emergent Financial Services, Llc. is a financial advisory firm based in Charlottesville, Virginia. It currently has approximately $170,901,000 of assets under management and employs about 5 people. Emergent Financial Services, Llc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
310 Old Ivy Way Ste 302, Suite 302, Charlottesville, Virginia, 22903
Advisor can help with
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