Albert Bryan Shapiro
Investment adviser representative at Pfg Advisors
20 yearsExperience
1 stateRegistered in
$3.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- United PlannersNov 2025 to now
- Pfg AdvisorsNov 2023 to now
- Albert ShapiroMar 2006 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Nov 2023 to Jun 2024
- Massmutual Life Insurance CompanyDec 2022 to Nov 2023
- MML Investors Services LLCDec 2022 to Nov 2023
- Pacific Sun Mortgage CompanyAug 2020 to Mar 2022
- AllstateJul 2020 to Dec 2020
- Bankers Life Advisory Service, IncSep 2019 to Jun 2020
- Bankers Life Securities, IncSep 2019 to Jun 2020
- Bankers Life & Casualty, IncJul 2019 to Jun 2020
- Lifepro Asset ManagementJun 2018 to Sep 2019
- Kam Financial and RealtyMay 2018 to Oct 2018
- Professional Mortgage AssociatesOct 2017 to May 2018
- Bank of AmericaAug 2015 to Oct 2017
- Albert Shapiro BrokerJul 2010 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4182321
- Firm CRD
- 173344