Albert KaufmanCRD Number: 4555119
Current Firm: Wealthcare Advisory Partners LLC
Albert Kaufman (CRD# 4555119) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Alhambra, IL and has over 15 years of experience in the finance industry. Albert Kaufman 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.
Carsonallaria Wealth Management, Ltd.
Cambridge Capital Management, LLC
Century Securities Associates Inc.
|Wealthcare Advisory Partners Llc (dba:adk | Wealthcare Partners)||Alhambra, IL||Jul 2015 - Current||2|
|Lpl Financial LLC||Alhambra, IL||Nov 2010 - Current||7|
|Bank Of America,na||Glen Carbon, IL||Dec 2009 - Nov 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Grand Junction, CO||Mar 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management588MILLIONS
Total Number of Accounts2,452ACCOUNTS
Average Account Value$239,826
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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