AM
PFS
AM
PFS

Albert Moss

22 Years of Experience
Metairie, LA

Albert Moss is a PFS-designated registered investment advisor at Skm Professional Services, INC., based in Metairie, LA, with 22 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2901 Ridgelake Drive, Suite 110, Metairie, LA, 70002

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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 is the owner of Moss & Co., CPAs (APAC), an entity that is no longer licensed as a CPA firm and is open only for collection of accounts receivable, dedicating minimal time to administrative tasks. He is also a partner/CPA at Lacaze Moss & Company CPA's LLC, providing accounting services on a full-time basis.

Employment History
Current Registrations
Skm Professional Services, INC.
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Oppenheimer & CO. INC.
June 2003 - July 2014 · 11 yrs 1 mo
State Registrations1 state
LA
Advisor

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.

Exams
No exam information available for this advisor.
Albert Moss - Financial Advisor | TrueAdvisor