Albert
Shapiro
Pfg Advisors
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About this Advisor
Albert Shapiro is a financial advisor based in El Cajon, California, working with Pfg Advisors. Albert has previously held positions at Kam Financial And Realty, Lifepro Asset Management, Independent Mortgage Broker And Insurance Agent, Bank Of America, Allstate, Mml Investors Services LLC, Pacific Sun Mortgage Company, Securities America, Inc, Osaic Wealth, Inc, Pfg Advisors, Professional Mortgage Associates, Bankers Life Securities, Inc, Bankers Life Advisory Service, Inc, Bankers Life & Casualty, Inc, Albert Shapiro Broker, and Massmutual Life Insurance Company. Albert has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Albert is part of Pfg Advisors, which operates out of El Cajon, California. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$2,333,278,575
115
11,752
$198,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Albert Shapiro Work History
Osaic Wealth, Inc
Pfg Advisors
Securities America, Inc
Mml Investors Services LLC
Massmutual Life Insurance Company
Allstate
Pacific Sun Mortgage Company
Bankers Life Securities, Inc
Bankers Life Advisory Service, Inc
Bankers Life & Casualty, Inc
Kam Financial And Realty
Lifepro Asset Management
Professional Mortgage Associates
Bank Of America
Albert Shapiro Broker
Independent Mortgage Broker And Insurance Agent
Disclosures
Please visit the SEC profile of Albert Shapiro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
