Craig Albers, financial advisor Jacksonville IL

Craig Albers

CRD Number: 2376253
Current Firm: Investment Advisors Group, LLC

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.

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Professional Designations
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
Contact Info for Craig S. Albers
Phone Number: 217-619-0046
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $193,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IL, TX

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