Albert Jennings Segura
CRD Number: 6060736Current Firm: Stratos Wealth Partners, Ltd
Compensation Model: Both
Albert Jennings Segura (CRD# 6060736) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Irvine, CA and has over 10 years of experience in the finance industry.
Jennings provides goal-based financial planning and portfolio management for high-net-worth families and individuals.Prior to joining Stratos, Jennings was a Senior Financial Advisor at Merrill Lynch Wealth Management in Beverly Hills, CA for 8 years.
Jennings attended Louisiana State University and received an M.S. in Finance from Uppsala University, a world-renowned Swedish research institute.
Outside of Stratos, Jennings serves on the Board of Directors for The Swedish-American Chamber of Commerce Los Angeles and The Southern California LSU Alumni Association.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Beverly Hills, CA | Apr 2021 - Current | 3 |
| Stratos Wealth Partners, Ltd. | Beverly Hills, CA | Apr 2021 - Current | 3 |
| Bank Of America, N.a. | Beverly Hills, CA | Oct 2012 - Feb 2021 | 8 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Beverly Hills, CA | Apr 2012 - Feb 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- CA
- TX
-
Total Assets Under Management12,533MILLIONS
-
Total Number of Accounts37,396ACCOUNTS
-
Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jennings Segura is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial.
Trading instructions sent via email, fax, or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customer identity.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.