Ener Almanza, financial advisor East Lansing MI

Ener Almanza

CRD Number: 5884988
Current Firm: Private Advisor Group, LLC

Ener Almanza (CRD# 5884988) is an Investment Advisor Representative working at Private Advisor Group, LLC in East Lansing, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC East Lansing, MI Dec 2016 - Current 7
Lpl Financial, LLC East Lansing, MI Oct 2015 - Current 8
Greene Wealth Management East Lansing, MI Jan 2010 - Oct 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Ener Almanza
Phone Number: 973-538-7010
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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