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Richard Anthony Albert

Advisory Services Network

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About Richard Anthony Albert

Richard Anthony Albert is an investment advisor representative with Advisory Services Network. Richard has been in the industry since 1998, holding previous positions with Raymond James Financial Services, UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Richard is licensed to offer investment advice in Florida. The advisor has a total of 6818718908 in regulatory assets under management. Advisory Services Network offers advisory services including financial planning and portfolio management for individuals.

Firm Information

Richard Albert is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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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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Richard Albert’s Registration & Firm History

FL

06/11/2021 - Present

Advisory Services Network (West Palm Beach FL)

FL

02/22/2019 - 06/09/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (West Palm Beach FL)

FL

10/25/2012 - 03/21/2019

UBS FINANCIAL SERVICES INC. (BOCA RATON FL)

FL

07/14/2006 - 10/26/2012

WELLS FARGO ADVISORS, LLC (BOCA RATON FL)

FL

04/30/1998 - 07/18/2006

MORGAN STANLEY DW INC. (DELRAY BEACH FL)

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Licenses & Designations

IA

Issued 05/12/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 04/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Richard Anthony Albert. Review regulatory record here.
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