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Brian Urban, CRC®

Financial Advisor, LPL Financial, serving Madison, Monticello, Tallahassee and Perry, Fla.

  • Annuities
  • Bonds
  • IRAs
  • Stocks
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About Brian Urban, CRC®

Prior to joining Capital City Investments, Brian spent 10 years specializing in project management and financial forecasting and strategies for engineering consulting firms and the state of Florida. He brings a dynamic, confident and personal relationship to the financial advisor experience. Brian believes in making your experience as stress-free as possible. With his background and knowledge in analytics and engineering comes an out-of-the-box perspective with a holistic, strategic approach to help engineer your financial life. Brian is a Registered Representative of LPL Financial and holds Series 6, 7, 63 and 65 securities registrations through LPL as well as state Life, Health and Variable Annuities licenses. He and his wife, Lisa, have called Tallahassee home for nearly 15 years and are raising their three children. Brian is an Eagle Scout, previously served on the Florida Engineering Society board of directors, and currently serves on the Killearn Commons Homeowners Association board of directors.

343 West Base St.
Madison, FL 32340
(850) 402-8028

Other Locations Served

About Capital City Investments

At Capital City Investments, our advisors are committed to providing quality investment products, services and management to residents in the greater Tallahassee, Fla., Gainesville, Fla. and Macon, Ga. communities we call home. Our advisors are professionally trained to assist you with a variety of services from individual financial strategies to complete business solutions.

Whether you desire long-term or short-term investments, or a combination, we can help you build a portfolio that is designed to align with your needs. We offer access to a wide array of investment products and services at Capital City Investments through LPL Financial:

  • Stocks
  • Annuities
  • Bonds
  • Mutual Funds
  • Life Insurance
  • Disability Insurance
  • IRAs
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Federal Government Agency · Not Bank Guaranteed · Not Bank Deposits or Obligations · May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL CA AZ CO DC DE FL GA LA MD MI MO NC NM NY PR SC TN TX VA VT WI WY.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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