AL
AL

Alfred a Labib

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
268 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

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Location

5 Public Square, Suite 425, Hagerstown, MD, 21740

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Alfred manages Legacy Wealth Management LLC, spending about half of his time there. He also engages in real estate activities and insurance sales (life, LTC, FA, VUL, and VA), dedicating about 10-20% of his time to each, and manages real estate rentals and investments through Diversified, LLC, spending about 20% of his time there.

Employment History
Current Registrations
Kovack Securities INC.Broker
February 2022 - Present · 4 yrs
Kovack Advisors, INC.
February 2022 - Present · 4 yrs
Previous Registrations
Sagepoint Financial, INC.Broker
October 2005 - February 2022 · 16 yrs 4 mos
Sagepoint Financial, INC.
October 2005 - February 2022 · 16 yrs 4 mos
Sunamerica Securities, INC.
November 2001 - October 2005 · 3 yrs 11 mos
Sunamerica Securities, INC.Broker
September 2001 - October 2005 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - September 2001 · 2 yrs 1 mo
State Registrations7 states
CADEFLMDNCPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.