James Urich (CRD# 7287295) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Columbia, MD | Dec 2021 - Current | 2 |
| Bfj Wealth Management, LLC | Columbia, MD | Jan 2021 - Current | 3 |
| Bell, Frech, & Jacobs, LLC | Columbia, MD | Jan 2015 - Current | 9 |
| Avantax Investment Services, Inc. | Columbia, MD | Aug 2020 - Dec 2021 | 1 |
| Avantax Advisory Services | Columbia, MD | Aug 2020 - Dec 2021 | 1 |
| Defense Contract Audit Agency | California, MD | Sep 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- MD
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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