Albert ShifbergmencherCRD Number: 2020089
Current Firm: 1st Global Advisors Inc.
Albert Shifbergmencher (CRD# 2020089) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Tustin, CA and has over 16 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Shifberg-mencher Associates, Inc.||Tustin, CA||Jan 2007 - Current||9|
|1st Global Insurance Services, Inc.||Tustin, CA||Jan 2005 - Current||11|
|1st Global Advisors, Inc.||Tustin, CA||Aug 2000 - Current||16|
|1st Global Capital Corp||Tustin, CA||May 2000 - Current||16|
|Al Shifberg-mencher, Pfp, Ea, Mba||Tustin, CA||Nov 1988 - Jan 2007||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2000|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- 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, VI, VT, WA, WI, WV