Albert Shapiro
Albert Shapiro is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in El Cajon, CA, with 6 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
780 Jamacha Road, El Cajon, CA, 92019
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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 a trustee of a family trust, owns rental property, and is a real estate broker representing his family. He also sells fixed life insurance products (a few hours per week), manages advisory clients with PFG Advisors (about a quarter of his time), and works full-time as a financial advisor for MyPoint Credit Union members.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
Lifepro Asset Management
Interfirst Capital CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.