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Albert Edward Faber

Woodson Wealth Management

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About Albert Edward Faber

Albert Edward Faber is a financial advisor with Woodson Wealth Management. Albert has over 20 years of experience in the financial services industry. Albert is a Certified Financial Planner™ and a Chartered Financial Consultant. He is registered with the state of California.

Firm Information

Albert Faber is currently registered with Woodson Wealth Management. Woodson Wealth Management is an independent financial advisory firm that provides financial planning, pension consulting, and portfolio management services to individuals and high-net-worth clients. The firm has $21,661,567 in regulatory assets under management and serves 107 clients, including 6 high-net-worth individuals. They offer educational seminars and assist clients in selecting other advisors, focusing on building lasting client relationships.

$21.66M

Assets Under Management

45

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Albert Faber’s Registration & Firm History

CA

06/16/2023 - Present

Woodson Wealth Management (RAMONA CA)

CA

10/02/2015 - 08/14/2020

J.P. MORGAN SECURITIES LLC (TARZANA CA)

CA

06/01/2009 - 09/25/2015

MORGAN STANLEY (PASADENA CA)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PASADENA CA)

CA

02/25/2003 - 04/02/2007

MORGAN STANLEY DW INC. (WOODLAND HILLS CA)

GA

08/19/2002 - 01/30/2003

WORLD GROUP SECURITIES, INC. (DULUTH GA)

NY

05/20/1994 - 06/03/1999

HSBC SECURITIES, INC. (NEW YORK CITY NY)

NA

07/15/1992 - 10/09/1992

SOUTH RICHMOND SECURITIES, INC.

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Licenses & Designations

IA

Issued 03/10/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/03/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2005

Series 15 - Foreign Currency Options Examination

BC

Issued 07/11/2005

Series 3 - National Commodity Futures Examination

BC

Issued 03/12/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 08/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Albert Edward Faber.
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