Carla S. Albers
Professional summary
Carla Sue Albers, who also goes by Carla Sue Black, is a registered financial advisor currently at TABER ASSET MANAGEMENT L.L.C. located in Des Moines, Iowa.
Carla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Carla has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 11 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carla Sue Albers's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2012 - Present
TABER ASSET MANAGEMENT L.L.C.
March 30, 2006 - May 7, 2013
NATIONS FINANCIAL GROUP, INC.
September 10, 2001 - May 9, 2005
NATIONS FINANCIAL GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2014)
(6/21/2012)
Exams
Series 11
Date: 8/28/2001
Assistant Representative-Order Processing Qualification ExamCurrent Firm
TABER ASSET MANAGEMENT L.L.C.
CRD#: 115849 / SEC#: 801-64307
Contact information
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 86,632,942 |
Red Flags
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