Albert Cline
Albert Cline is a registered investment advisor at Osaic Wealth, INC., based in Yorba Linda, CA, with 49 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
22800 Savi Ranch Pkwy, Suite 222, Yorba Linda, CA, 92887
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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 the President/Owner of Van Cline & Associates Insurance Services Inc. where he sells fixed life insurance and fixed annuities, dedicating about a quarter of his time. He is also a grantor for The Cochocton Foundation scholarship fund and an Investment Advisor Representative/ Financial Advisor at Weber Wealth Advisors, spending nearly full-time on financial advisor duties.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Intervest International Equities CorporationBroker
Programmed Equities CorporationBroker
Planned Investments INC.Broker
Uslife Equity Sales CORP.Broker
Letterman Securities, INC.Broker
State Registrations15 states
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.