Albert Ellison is a registered investment advisor, based in Birmingham, AL, with 27 years of industry experience.
Location
2100 Providence Park, Suite 250, Birmingham, AL, 35242
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Albert is the President of Ellison Financial Group Inc., working with clients on investment and insurance needs, and a Managing Shareholder at Ellison & Ellison, PC, a CPA firm, dedicating about half his time and nearly full-time hours, respectively. He also serves in various board member and trustee roles, including for Truist Bank, Twin Bridge HOA, Providence Park Owner's Association, William Mark Hand Irrevocable Trust, Racing for Children's, and UAB Accounting Advisory Board.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations5 states
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