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Albert Eugene Naticchioni

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
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Location

311 W 24th St, Pueblo, CO, 81003

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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 a Member and Investment Advisor Representative at Allied Wealth Investments LLC, dedicating about 10-20% of his time to investment services. He is also a Member and Agent at Allied Wealth Financial Group, spending nearly full-time selling fixed, indexed, and life insurance. Additionally, Albert is a member of the Finance Oversight committee for ARC of Colorado, spending minimal time reviewing financials.

Employment History
Current Registrations
Gradient Advisors, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Specialized Advisors
February 2019 - July 2019 · 5 mos
Secure Investment Management, LLC
August 2017 - February 2019 · 1 yr 6 mos
Client One Securities LLC
February 2017 - August 2017 · 6 mos
Client One Securities LLCBroker
April 2015 - August 2017 · 2 yrs 4 mos
Sunset Financial Services, INC.Broker
October 2011 - August 2014 · 2 yrs 10 mos
Nylife Securities INC.Broker
May 2000 - September 2002 · 2 yrs 4 mos
Mutual of Omaha Investor Services, INC.Broker
November 1989 - January 2000 · 10 yrs 2 mos
New England Securities CorporationBroker
June 1988 - October 1989 · 1 yr 4 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Albert Eugene Naticchioni - Financial Advisor | TrueAdvisor