Charles Forrest Albert
Professional Summary
Charles Forrest Albert, who also goes by Charles Forest Albert, Charles Forrest Albert, is a registered financial advisor currently at EQUIFINANCIAL LLC located in Miami, Florida. Charles is registered as a RR (Registered Representative) and started their career in finance in 2009. Charles has worked at 5 firms and has passed the Series 66, SIE, Series 79, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Charles Forest Albert, Charles Forrest Albert
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
EQUIFINANCIAL LLC
Contact Information
Main Address
1717 North Bayshore Drive Suite 208, Miami, FL 33132Mailing Address
1717 North Bayshore Drive Suite 208, Miami, FL 33132Phone Number
(305) 358-1040Established
Florida since 05/01/2004Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (32 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WILSON, DAVID LEGRANDE | PRESIDENT/CCO FINOP SOLE MEMBER | — |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(8/7/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed May 2013About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Charles Forrest Albert's CRS (Customer Relationship Summary).
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