Austin
Albert

Lpl Financial LLC

CRD#5157367
Investment Advisor
in Lewiston, ME

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About this Advisor

Austin Albert is an advisor whose office is in Lewiston, Maine. Currently an investment advisor at Lpl Financial LLC, Albert has 13 years of practice as a registered investment advisor. Albert holds Series 63 and Series 66 licenses, which certify them as a securities agent. Albert is able to act as an advisor based out of Maine. During their career, Albert has held roles at New England Securities, Lpl Financial LLC and Patriot Financial Group. Lpl Financial LLC is based out of Lewiston, Maine, and operates out of 9,519 other offices in the nation. As a registered advisory firm, Lpl Financial LLC oversees $208 billion in assets across 892,326 accounts and retains more than 23,035 people. The amount of assets the firm manages places it among the largest investment advisory firms in the nation. The firm manages 890,301 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 28% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1071 Lisbon St
Lewiston, ME 04240-5768

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

ME Average: $646,059,043
Total Number of Employees

23,035

ME Average: 13
Total Number of Accounts

892,326

ME Average: 661
Average Account Size

$232,867

ME Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Austin Albert Work History

Austin has 13 years of experience.

2012 - Present (9 years)

Lpl Financial LLC

2014 - 2018 (4 years)

Patriot Financial Group

2007 - 2012 (5 years)

New England Securities

Disclosures

Austin Albert has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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