Joel AlbertCRD Number: 6083715
Current Firm: Eagle Strategies LLC
Joel Albert (CRD# 6083715) is an Investment Advisor Representative working at Eagle Strategies LLC in Frederick, MD and has over 5 years of experience in the finance industry.
Blue Ocean Global Wealth
Gallant Financial Planning, LLC
Commonwealth Financial Network
|Happy Paws Inc.||Middletown, MD||Dec 2015 - Current||2|
|Eagle Strategies LLC||Timonium, MD||Jul 2015 - Current||3|
|New York Life Insurance Company||Timonium, MD||Jul 2012 - Current||6|
|Nylife Securities LLC||Timonium, MD||Jul 2012 - Current||6|
|Joel Albert||Cumberland, MD||Mar 2012 - Jul 2012||< 1|
|Transamerica||Hagerstown, MD||Apr 2004 - Mar 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S66||NASAA Uniform Combined State Law Examination||Jul 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management6,621MILLIONS
Total Number of Accounts35,268ACCOUNTS
Average Account Value$187,722
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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