Albert
Flores

Srs Capital Advisors, Inc

CRD#5175185
Investment Advisor
in Denver, CO

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About this Advisor

Albert Flores is a certified financial planner working in Denver, Colorado who has 8 years of industry experience. Flores works at Srs Capital Advisors, Inc. During their career, Flores has held roles at Geneos Wealth Management, Seal Financial Services Inc and Srs Capital Advisors, Inc. Flores has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado and Texas. Srs Capital Advisors, Inc is a financial advisory company based in Denver, CO. The company has offices in four locations and a total of 22 advisors. It controls $1 billion in assets under management among its 3,450 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 3,450 client accounts, just 8% belong to high-net-worth investors who have greater than $1 million in assets. Srs Capital Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules largely vary depending on the services. Fees billed by Srs Capital Advisors, Inc can consist of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

730 17Th Street Suite 107
Denver, CO 80202

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Srs Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,183,101

CO Average: $2,349,664,866
Total Number of Employees

22

CO Average: 28
Total Number of Accounts

3,450

CO Average: 1,101
Average Account Size

$335,995

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Albert Flores Work History

Albert has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Srs Capital Advisors, Inc

2011 - 2015 (4 years)

Geneos Wealth Management

2011 - 2015 (4 years)

Seal Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Albert Flores to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Srs Capital Advisors, Inc

Jeffrey Apps
Avon, CO
Patrick South
Wayne, PA
Michael Riordan
Denver, CO
Albert Flores
Denver, CO
Christian Pevarnik
Denver, CO
Philip Cook
Denver, CO
Geraldine Janiczek
Denver, CO
Patrick Johnson
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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