ALBERT PINGREE HERZOG is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-01-02 | present | Yes |
| 401K GPS | 2013-12-03 | 2017-11-16 | — |
| 401(K) GPS, INC. | 2011-10-05 | 2013-12-24 | — |
| EXECUTIVE WEALTH MANAGEMENT, LLC | 2009-07-15 | 2025-03-14 | — |
| INVEST FINANCIAL CORPORATION | 2009-04-07 | 2017-06-02 | — |
| OSAIC WEALTH, INC. | 2008-04-15 | 2009-04-14 | — |