Craig Albers (CRD# 2376253) is an Investment Advisor Representative working at Investment Advisors Group, LLC in Jacksonville, IL and has over 30 years of experience in the finance industry. Craig Albers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2607165
Berthel Fisher & Company Financial Services, Inc.
CRD# 4638986
Blankenship Financial Planning, Ltd.
CRD# 4245184
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Investment Advisors Group, LLC | Jacksonville, IL | Sep 2021 - Current | 2 |
Lpl Financial, LLC | Jacksonville, IL | Sep 2021 - Current | 2 |
Stifel Nicolaus & Co Inc. | Jacksonville, IL | Oct 2008 - Sep 2021 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1993 |
S65 | NASAA Investment Advisors Law Examination | May 1999 |
- IL
- TX
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts247ACCOUNTS
-
Average Account Value$193,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, TX
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