Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Erb is a financial advisor with over 10 years of experience in the industry. Albert is currently registered with Forvis Mazars Wealth Advisors, LLC. Albert is also a Certified Financial Planner. Previously, Albert was a registered representative with M HOLDINGS SECURITIES, INC. and Lincoln Financial Distributors, Inc., where he served clients in Greensboro, NC and Radnor, PA. Albert has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans, and high-net-worth individuals. Albert specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
08/30/2022 - Present
Forvis Mazars Wealth Advisors, LLC (High Point NC)
NC
03/31/2021 - 07/15/2022
M HOLDINGS SECURITIES, INC. (GREENSBORO NC)
PA
04/11/2016 - 01/25/2021
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
06/17/2020 - 01/19/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
08/03/2015 - 04/12/2016
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION (RADNOR PA)
PA
06/18/2013 - 07/29/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 06/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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