Mina Albers, financial advisor Austin TX

Mina Albers

CRD Number: 4028005
Current Firm: Fidelity Personal And Workplace Advisors

Mina Albers (CRD# 4028005) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 7 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Fidelity Brokerage Services LLC Austin, TX Apr 2018 - Current 5
Charles Schwab & Company, Inc. Austin, TX Feb 2016 - Apr 2018 2
Unemployed (actively Seeking A Position As Schwab) Manor, TX Dec 2015 - Feb 2016 < 1
Q2 Ebanking Austin, TX Apr 2015 - Dec 2015 < 1
Unemployed (actively Seeking A Position At Schwab) Manor, TX Dec 2014 - Apr 2015 < 1
Tek Systems (3 Month Contract Position At Schwab) Austin, TX Sep 2014 - Dec 2014 < 1
Stay At Home Mom (following The Position At Dell) Manor, TX Sep 2011 - Sep 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for Mina M. Albers
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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