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Albert Haskins

15 Years of Experience
Williamsburg, VA
1 DisclosureBroker

Albert Haskins is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4800 Courthouse Road, Williamsburg, VA, 23188

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2020
Denied
Other Business Activities

Albert is the head men's basketball coach at Bruton High School since 2022, coaching and mentoring high school students. This takes about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 4 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Cuso Financial Services, L.P.
January 2013 - May 2025 · 12 yrs 4 mos
Cuso Financial Services, L.P.Broker
June 2011 - May 2025 · 13 yrs 11 mos
Wells Fargo Advisors, LLCBroker
June 2010 - June 2011 · 1 yr
State Registrations9 states
AZDEFLKYNCNYSCTXVA
AdvisorBrokerBoth

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 Haskins - Financial Advisor | TrueAdvisor