Albert Shifbergmencher, financial advisor Tustin CA
93 score

Albert Shifbergmencher

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Albert M. Shifbergmencher
Phone Number: 214-294-5000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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