Kevin Albrecht (CRD# 1446140) is an Investment Advisor Representative working at Lpl Financial LLC.
Kevin provides high end value and strategies to client relationships while delivering customized, objective services His client service philosophy is simple – to be highly responsive and attentive to his clients’ needs. While working with individuals, families, and institutions, Kevin helps people make the move to a rewarding retirement.
For over 26 years in the financial services industry, Kevin has utilized a disciplined investment planning approach, implementing advanced retirement plans that strive to provide tax savings for the highly compensated. He maintains a target driven game plan throughout the entire process and uses a time-tested process for tracking the client’s goals and objectives. He focuses on the needs and risk tolerance of his clients.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Novem Group | Rochester, NY | May 2022 - Current | 1 |
| American Portfolios Financial Services Inc. | Holbrook, NY | Apr 2022 - Current | 2 |
| American Portfolios Financial Services | Bridgewater, NY | Apr 2022 - Apr 2022 | < 1 |
| Lpl Financial, LLC | Bridgewater, NJ | Jul 2021 - Apr 2022 | < 1 |
| Kas Associates Corporation | Flemington, NJ | Dec 2020 - Dec 2021 | 1 |
| Waddell & Reed, Inc. | Newtown, NJ | Jun 2020 - Jul 2021 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Flemington, NJ | Jun 2020 - Jul 2021 | 1 |
| Cetera Investment Advisers LLC | Dunellen, NJ | Jan 2014 - Jun 2020 | 6 |
| Cetera Investment Services | Dunellen, NJ | Nov 2012 - Jun 2020 | 7 |
| The Provident Bank | Bloomfield, NJ | Nov 2012 - Jun 2020 | 7 |
| Cuso Financial Services, LP | Church Street, NJ | Oct 2009 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management1,171MILLIONS
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Total Number of Accounts4,381ACCOUNTS
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Average Account Value$267,206
- A percentage of assets under your management
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