Curtis Albrecht (CRD# 7374365) is an Investment Advisor Representative working at Primerica Advisors in Standish, MI and has over 2 years of experience in the finance industry.
CRD# 4282496
Lpl Financial LLC
CRD# 2334603
Edward Jones
CRD# 6614882
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bmashman Construction | Canton, MI | May 2023 - Current | < 1 |
| Pfs Investments Inc. | Standish, MI | Jun 2021 - Current | 2 |
| Primerica Financial Services | Standish, MI | Jan 2021 - Current | 2 |
| National Gypsum Company | National City, MI | Sep 2018 - Current | 5 |
| Tractor Supply Company | Midland, MI | Apr 2018 - Aug 2018 | < 1 |
| Unemployed | Standish, MI | Sep 2017 - Mar 2018 | < 1 |
| Outdoor Adventures, Inc. | Bay City, MI | Feb 1997 - Aug 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- MI
-
Total Assets Under Management7,088MILLIONS
-
Total Number of Accounts56,552ACCOUNTS
-
Average Account Value$125,337
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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