Albert WishneffCRD Number: 5896304
Current Firm: Valic Financial Advisors, Inc.
Albert Wishneff (CRD# 5896304) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Miami, FL and has over 6 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Valic Financial Advisors, Inc.||Miami Lakes, FL||Jul 2011 - Current||6|
|First Investors||Miramar, FL||Feb 2011 - Jul 2011||< 1|
|Unemployed||Davie, FL||Dec 2010 - Feb 2011||< 1|
|Avante Of Boca Raton||Boca Raton, FL||Jun 2010 - Dec 2010||< 1|
|Unemployed||Davie, FL||Mar 2010 - Jun 2010||< 1|
|Jackson Health System||Miami, FL||Jul 1977 - Mar 2010||32|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- 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)
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