Edward Albrecht is a registered investment advisor, based in Calabasas, CA, with 24 years of industry experience.
Location
Calabasas, CA
Get directionsHistory
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
Edward provides investment advisory services through Kestra Advisory Services, LLC and is a registered representative with Financial Pointe/Kestra Investment Services, dedicating full-time hours to these activities. He also serves as a city councilman for Calabasas, California, spending about 10-20% of his time in this role.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.