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AP

Angela L. Perkinson

ALBERT SECURITIES
Santa Barbara, CA 93101
Some features on this profile are disabled
CRD#: 7228946
AP

Professional summary

Angela Lynn Perkinson is a registered financial professional currently at ALBERT SECURITIES, LLC located in Santa Barbara, California.

Angela is registered as a RR (Registered Representative) and started their career in finance in 2022. Angela has worked at 4 firms and has passed the Series 63, Series 82TO, Series 22TO, Series 99TO, Series 6TO, Series 57TO, Series 7TO, SIE, Series 39, Series 26 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Angela Lynn Perkinson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 8, 2026 - Present

ALBERT SECURITIES, LLC

Office #1: 126 E Haley St, Suite A2, Santa Barbara, CA 93101
BD
CRD#: 305928
Santa Barbara, CA
Past

November 8, 2024 - December 10, 2025

ATOMIC BROKERAGE LLC

BD
CRD#: 315263
Sanford, FL
Past

August 2, 2022 - October 23, 2024

ALTRUIST FINANCIAL LLC

BD
CRD#: 299274
Irving, TX
Past

February 3, 2022 - July 29, 2022

ROBINHOOD FINANCIAL, LLC

BD
CRD#: 165998
Lake Mary, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/8/2026)
RR
Florida
(1/8/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 5/3/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 11/8/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 22TO
Date: 11/8/2024
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 11/8/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/8/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 7/30/2024
Securities Trader Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/3/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 39
Date: 11/8/2024
Direct Participation Programs Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/8/2024
Investment Company Products/Variable Contracts Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/15/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

AS
ALBERT SECURITIES, LLC
ALBERT SECURITIES, LLC

CRD#: 305928 / SEC#: , 8-70459

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
126 E Haley St, Suite A2, Santa Barbara, CA 93101
Mailing Address
440 N Barranca Ave #3801, Covina, CA 91723
Phone number
(805) 465-2674
Established
Delaware since 10/04/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALBERT CORPORATIONOWNER
FRIEDMAN, MICHAEL JCEO & CCO6381659
WALD, COURTNEY LPFO/FINOP7331409

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALBERT SECURITIES, LLC

CRD#: 305928Santa Barbara, CA 93101

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