Unclaimed Profile

Patrick Jonathan Franklin

ALBERT INVESTMENTS, LLC·CULVER CITY, California

Series 65Clean record7 years registeredALBERT INVESTMENTS, LLC

3528 HAYDEN AVENUE, CULVER CITY, CA 90232CRD# 7010614Firm CRD# 298006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Jonathan Franklin · CULVER CITY, CA

Registration

CRD #7010614 · ALBERT INVESTMENTS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALBERT INVESTMENTS, LLC

ALBERT INVESTMENTS, LLC

Jan 2019 – Nov 2023

CULVER CITY, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 19, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALBERT INVESTMENTS, LLC

CRD 298006 · SEC 801-114361

AUM

$17M

Regulatory assets under management

Employees

217,729 client accounts

Services offered by ALBERT INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALBERT INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Jonathan Franklin offer?

Patrick Jonathan Franklin specializes in Investment Management.

What are Patrick Jonathan Franklin's credentials?

Patrick Jonathan Franklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Jonathan Franklin located?

Patrick Jonathan Franklin is based in CULVER CITY, California, last registered with ALBERT INVESTMENTS, LLC.

How does Patrick Jonathan Franklin charge for services?

Patrick Jonathan Franklin's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALBERT INVESTMENTS, LLC?

ALBERT INVESTMENTS, LLC has approximately 3 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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