Donald AlbackerCRD Number: 5387389
Current Firm: Commonwealth Financial Network
Donald Albacker (CRD# 5387389) is an Investment Advisor Representative working at Commonwealth Financial Network in Newtown, PA and has over 9 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Commonwealth Financial Network||Waltham, MA||Nov 2009 - Current||7|
|Jcl Financial Group, LLC||Newton, PA||Nov 2009 - Current||7|
|Investment Advisors Asset Management, LLC||Newtown, PA||Sep 2007 - Nov 2009||2|
|Royal Alliance Associates||Newtown, PA||Jul 2007 - Nov 2009||2|
|Unemployed||Lansdale, PA||Dec 2006 - Jul 2007||< 1|
|Unisys Corporation||Blue Bell, PA||Oct 1975 - Dec 2006||31|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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