AS
AS

Albert Jennings Segura

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

Beverly Hills, CA

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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 ActivitiesSells Insurance

Albert is involved in several outside business activities. These include non-variable insurance, real estate rental through multiple LLCs, a DBA for LPL business, and providing investment advisory services through Stratos Wealth Partners, LTD, which takes a full-time commitment.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 9 mos
Stratos Wealth Partners, LTD
April 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
April 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - March 2021 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2012 - March 2021 · 8 yrs 8 mos
State Registrations9 states
CAFLHILANJNVNYTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.