Lori Alberts is a registered investment advisor at Brighton Securities CORP., based in Batavia, NY, with 27 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,924 clients with $990M in assets under management.
Compensation
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Number of Clients
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Fee Structure
Brighton Securities manages investment accounts for a fee based on the value of the account and the investment program selected. The fee ranges from 0.25% to 3.00% annually. The specific fee schedule is in the client's agreement. Fees are charged quarterly in advance, based on the account value at the end of the prior quarter. The firm may group related accounts to meet minimum size requirements and determine fees. Discounts may be offered to family and friends of firm employees.
Location
212 East Main Street, Batavia, NY, 14020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brighton Securities CORP.
Brighton Securities CORP.Broker
Previous Registrations
Brighton Securities Capital Management, INC.
Brighton Securities Capital Management, INC.
Morgan Stanley
Morgan StanleyBroker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Lifemark Securities CORP.Broker
State Registrations12 states
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