Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

SCS Capital Management LLC

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Albert Amis Rayle is an active investment advisor representative with SCS Capital Management LLC. Albert has been in the industry since November 24, 1982. Albert has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, General Securities Principal Examination, General Securities Sales Supervisor Examination (Options Module & General Module), Securities Industry Essentials Examination, Interest Rate Options Examination, General Securities Representative Examination and National Commodity Futures Examination. SCS Capital Management LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Silvercrest Asset Management Group LLC

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Albert Messina is a registered investment advisor representative with Silvercrest Asset Management Group LLC, located in New York, NY. Albert has been with Silvercrest Asset Management Group LLC since April 2002. Prior to this, Albert was employed with Credit Suisse Asset Management Securities, Inc. in New York, NY and Donaldson, Lufkin & Jenrette Securities Corporation in Jersey City, NJ. Albert Messina is registered with the state of Texas. Albert holds the Series 7 license.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

NASHVILLE, TN

experience

31 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Albert Hale Hooper is an Investment Advisor Representative with Robert W. Baird & Co. Inc.. Albert Hale Hooper has been in the industry since July 18, 1993 and has been registered with Robert W. Baird & Co. Inc. since November 2001. Albert Hale Hooper has also worked for UBS PAINEWEBBER INC. and J.C. BRADFORD & CO.. Albert Hale Hooper specializes in working with individuals, families, trusts, and estates, as well as businesses, investment companies, and charitable organizations. Albert Hale Hooper offers a range of advisory services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

American Beacon Advisors, Inc.

location

Tallassee, AL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Albert Frederick Barbaro is a registered investment advisor representative with American Beacon Advisors, Inc. Albert has been in the financial services industry since 1991. Albert is registered in Alabama, Georgia, Mississippi, Tennessee and Texas. American Beacon Advisors, Inc. is a Registered Investment Advisor with the SEC and is headquartered in Irving, Texas. The firm offers financial services to corporations, pooled investment vehicles, investment companies, pension plans, and state or municipal government entities.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

MALVERN, PA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Albert C. Wong is an investment advisor representative with Vanguard Advisers, Inc. Albert has been in the financial services industry for over 25 years. Albert holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. He is a Certified Financial Planner. Albert specializes in financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Albert is registered with the state of Pennsylvania and Texas.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

PALM BEACH GARDENS, FL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Albert Leonard Blakes is an investment advisor with over 30 years of experience. Albert is registered in 51 states and is currently employed by RBC Capital Markets, LLC, in Palm Beach Gardens, FL. Albert has previously worked for several other firms including J. B. Hanauer & Co., SWS Financial Services, Gruntal & Co., L.L.C., Josephthal Lyon & Ross Incorporated, International Assets Advisory Corporation, Corporate Securities Group, Inc., The Stuart-James Company, Incorporated and Blinder, Robinson & Co., Inc.. Albert holds Series 7, 63 and 65 licenses and is a Registered Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prospera Financial Services, Inc.

location

Memphis, TN

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Albert Alexander is a financial advisor who has been in the industry since 1989. Albert is currently registered with Prospera Financial Services, Inc. in Tennessee and has experience in a variety of financial services, including investment advisory and brokerage services. Albert is registered with both FINRA and the state of Tennessee and holds multiple industry licenses. Albert's specialties include financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. In addition to Prospera Financial Services, Inc., Albert has held previous positions with B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, A. G. Edwards & Sons, Inc., Heidtke & Company, Inc., Randell Securities, Inc., and H. L. Camp & Company, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

CHICAGO, IL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Albert John Spera is a financial professional with over 20 years of experience in the industry. Albert is currently registered with RBC Capital Markets, LLC. Albert has held previous positions at ABN AMRO Clearing Chicago LLC, ECHOTRADE LLC, REFCO Securities, LLC, and DEAN WITTER REYNOLDS INC.. Albert is also a Registered Options Principal, General Securities Principal and holds Series 3, 7, 31, 55, 63 and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

CHICAGO, IL

experience

52 Years Experience

0 Disclosures

ADVISOR BIO

Albert Lacher is a financial advisor with over 50 years of experience in the industry. Albert is currently registered with William Blair as a Registered Representative. Albert's expertise includes equity research services, financial planning, selection of other advisors and portfolio management for businesses and individuals. Albert is also licensed to provide investment advisory services in Colorado and Illinois.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

DALLAS, TX

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Albert Kale Gallatin is a financial advisor with over 26 years of experience in the industry. Albert is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., NATIONSSECURITIES and NATIONSBANC CAPITAL MARKETS, INC.. Albert is licensed to provide investment advisory services in Texas and is also licensed in various other states. Albert's focus is on providing financial planning, pension consulting, and portfolio management for individuals and businesses. He is also able to offer educational seminars and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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