Albert Kaufman (CRD# 4555119) is an Investment Advisor Representative working at Adk Wealthcare Partners in Alhambra, IL and has over 21 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.
CRD# 6389695
Lpl Financial LLC
CRD# 3067360
Stifel, Nicolaus & Company, Incorporated
CRD# 2137232
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adk Wealthcare LLC | Alhambra, IL | Nov 2019 - Current | 4 |
| Wealthcare Advisory Partners Llc (dba:adk | Wealthcare Partners) | Alhambra, IL | Jul 2015 - Current | 8 |
| Lpl Financial LLC | Alhambra, IL | Nov 2010 - Oct 2019 | 8 |
| Lpl Financial | Fort Mill, SC | Nov 2010 - Oct 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- CO
- IL
- TX
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$214,716
- 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
CO, IL, TX
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