How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Betty

ADVISOR PROFILE

1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed Insurance (Fixed Annuities, Health, Disability, Long Term Care, & Life) - start date 2000 - 2 hours per month during securities trading. 2. 02/28/2022 - Betty J. Albitz, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/24/2017 - 150 Hours Per Month/65 Hours During Securities Trading. 3. 05/13/2022 - Betty Albitz Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 07/02/2018 - 16 Hours Per Month/16 Hours During Securities Trading - Medicare solicitation and enrollment and other Insurance Products. 4. 03/12/2024 - BJAlbitz Tax Services - Inv Related - Edina, MN - Tax Prep/Accounting/CPA - President/Owner - Started: 2/22/2024 - 15 Hrs/Mo; 1 Hr During Trading.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Betty Jean Albitz

Experience: 39 years / 6 firms

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