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Albert Charles Angelos

32 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

305 Madison Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Albert operates his LPL business under the DBA Philadelphia Financial, LLC, dedicating full-time hours. He also provides investment advisory services through Private Advisor Group, LLC, where he spends full-time hours as well.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2016 - Present · 9 yrs 10 mos
Private Advisor Group, LLC
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
June 2007 - April 2016 · 8 yrs 10 mos
Janney Montgomery Scott LLC
June 2007 - April 2016 · 8 yrs 10 mos
Wachovia Securities, LLC
September 2006 - June 2007 · 9 mos
Wachovia Securities, LLCBroker
July 2003 - June 2007 · 3 yrs 11 mos
Prudential Securities IncorporatedBroker
May 1993 - July 2003 · 10 yrs 2 mos
State Registrations7 states
CADEILLANJOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.