Albert Bryan Shapiro
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Advisor Information
Office location
780 Jamacha Road, El Cajon, CA, 92019
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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.
Learn about disclosures →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.