Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albi? Claim Your ProfileAlbi Kacani is an Investment Advisor Representative registered with Howard Financial Services, Ltd. in Dallas, Texas. Albi is a Certified Financial Planner and has been in the industry since 2013. Albi is a Series 65 registered Investment Advisor in the state of Texas. The firm is registered with the SEC and has a total of 1430 accounts under management with a total of $1,281,308,335 in assets. Albi's specialties include financial planning, portfolio management for businesses, 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TX
09/10/2013 - Present
Howard Financial Services, Ltd. (DALLAS TX)
IA
Issued 09/10/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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