James Albert (CRD# 4288825) is an Investment Advisor Representative working at Lpl Financial LLC in Virginia Beach, VA and has over 23 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 1962997
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Virginia Beach, VA | Feb 2015 - Current | 9 |
| Mass Mutual Financial Group | Virginia Beach, VA | Aug 2005 - Feb 2015 | 9 |
| Mml Investors Services, Inc. | Virginia Beach, VA | Aug 2005 - Feb 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2002 |
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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