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 Thomas

ADVISOR PROFILE

*LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS; *TOTAL ASSET PLANNING; SAME AS BRANCH; INV REL; INSURANCE SALES; PRESIDENT/OWNER; START DATE=06/1985; HRS/MO=10; TRADING HRS/MO=0; SERVICE AND SALES TO CLIENTS OF INSURANCE PRODUCTS; *TAP INSURANCE AGENCY; 11503 DEERFIELD RD, CINCINNATI OH 45242; INV REL; INSURANCE SALES AND GA CONTRACT; PARTNER; START DATE=02/2012; HRS/MO=10; TRADING HRS/MO=0; SALES AND OWNER; *Total Asset Planning Real Estate, LLC; 11503 Deerfield Rd, Cincinnati OH 45242; non-inv rel; owns the real estate our offices are in; Co-Owner; start date=06/2005; hrs/mo=1; trading hrs/mo=0; co-manager of the real estate

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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Thomas Harry Albers

Experience: 51 years / 6 firms

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