BM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
403 clients
Average Client Portfolio
$180K average
Assets Under Management
$72.3M
Fee Structure
This brochure provides information about Albert Chen, who is associated with Course Management Investment Advisors, LLC. The brochure does not contain any fee information. Contact Albert Chen or Course Management Investment Advisors, LLC for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
5 Dowd Cir, Suite B, Pinehurst, NC, 28374
Get directionsRegulatory History
Clean regulatory record
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 Activities
Brian is a professional golfer, dedicating about 10-20% of his time to this activity. He spends about half of that time during securities trading hours.
Employment History
Current Registrations
Course Management Investment Advisors, LLC
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLC Broker
February 2016 - October 2020 · 4 yrs 8 mos
Nationwide Securities, LLC Broker
February 2012 - February 2016 · 4 yrs
State Registrations2 states
NCSC
Advisor
Exams
No exam information available for this advisor.