Albert Chen
Investment adviser representative at Course Management Investment Advisors, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$100.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Course Management Investment Advisors, LLCJan 2020 to now
- LPL Financial LLCApr 2015 to Mar 2020
- Householder Group Estate & Retirement SpecialistsApr 2015 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, SC, TX).
Course Management Investment Advisors, LLC
$100.3MAssets managed
161Clients
4Advisers
Under 1 yearIn 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
- 5996821
- Firm CRD
- 306974