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Mr. James J. Urda
LPL Financial - Napa,CA
James J. Urda is a dedicated Financial Advisor at LPL Financial, located in Napa, California. With a focus on helping clients achieve their long-term financial goals, James offers a suite of services including retirement and investment plan...... Show More
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About
James J. Urda is a dedicated Financial Advisor at LPL Financial, located in Napa, California. With a focus on helping clients achieve their long-term financial goals, James offers a suite of services including retirement and investment planning, alongside comprehensive financial and estate planning. He also provides expertise in insurance and business succession planning, ensuring a holistic approach to wealth management.
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FAQs
Here are some Frequently Asked Questions about Mr. James J. Urda
What organization is Mr. James J. Urda associated with?
Mr. James J. Urda is associated with LPL Financial.
Where is Mr. James J. Urda based out of?
Mr. James J. Urda’s primary location is Napa, CA.
What is Mr. James J. Urda's phone number?
Mr. James J. Urda's phone number is (844) 736-8733
