Dustin Albanese (CRD# 5361355) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaumont, TX and has over 16 years of experience in the finance industry.
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
CRD# 5918449
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Beaumont, TX | Aug 2023 - Current | < 1 |
| Bank Of America, Na | Beaumont, TX | Dec 2009 - Aug 2023 | 13 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaumont, TX | Jun 2007 - Aug 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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