Alain AlbergelCRD Number: 3015445
Current Firm: Raymond James & Associates, Inc.
Alain Albergel (CRD# 3015445) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coral Gables, FL and has over 16 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Raymond James & Associates||Coral Gables, FL||Feb 2007 - Current||10|
|Wachovia Securities, LLC||New York, NY||Jul 2003 - Feb 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2001|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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