AS
AS

Albert Bryan Shapiro

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
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Location

780 Jamacha Road, El Cajon, CA, 92019

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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

Albert is a trustee of a family trust, owns rental property, and is a real estate broker representing his family. He also sells fixed life insurance products (a few hours per week), manages advisory clients with PFG Advisors (about a quarter of his time), and works full-time as a financial advisor for MyPoint Credit Union members.

Employment History
Current Registrations
Pfg Advisors
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - November 2025 · 1 yr 5 mos
Securities America, INC.Broker
November 2023 - June 2024 · 7 mos
MML Investors Services, LLCBroker
December 2022 - November 2023 · 11 mos
MML Investors Services, LLC
December 2022 - November 2023 · 11 mos
Allstate Financial Advisors, LLC
July 2020 - December 2020 · 5 mos
Allstate Financial Services, LLCBroker
July 2020 - December 2020 · 5 mos
Bankers Life Securities, INC.Broker
September 2019 - July 2020 · 10 mos
Bankers Life Advisory Services, INC.
September 2019 - July 2020 · 10 mos
Lifepro Asset Management
July 2018 - September 2019 · 1 yr 2 mos
Interfirst Capital CorporationBroker
July 2000 - January 2001 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.