100 Bunny Run, Suite 101, Horseshoe Bay, TX, 78657
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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 →Albert is an independent insurance agent since 1997. He also provides administration and consulting for school district retirement plans and owns rental property, dedicating minimal time to each. Albert is also an owner/officer of AJM Financial Inc. and a Director/Treasurer for The Grove School, spending minimal time on each.