XU
Xavier Urpi
from Emergent Financial Services, Llc.
Xavier Urpi is a financial advisor based in Virginia, Charlottesville,
with 31 years of experience. Xavier currently works for
Emergent Financial Services, Llc..
Xavier maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (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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Xavier 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 Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 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
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