Janney Montgomery Scott
45yrs
Top advisor by experience in Pinehurst
15yrs
Albert Chen
Financial advisor at Course Management Investment Advisors
Albert Chen is a fiduciary financial advisor in Pinehurst, North Carolina, with 15 years in the industry. After five years at Householder Group Estate & Retirement Specialists and two years at Merrill, Albert joined Course Management Investment Advisors in 2020, a firm offering investment management. Albert holds the CFP® designation.
One of 51 advisors with offices in Pinehurst, and one of 49 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 53% of advisors in North Carolina
Office5 Dowd Circle Suite B, Pinehurst, NC 28374
How the firm is paid ?Percent of assets
Typical client at the firm ?$624,414
Advisors at the firm4
States licensed ?2 states
Services through Course Management Investment Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowCourse Management Investment Advisors, LLCCurrent firm
- 2015 – 2020Householder Group Estate & Retirement SpecialistsPreviously
- 2012 – 2015MerrillPreviously
- Jul 2012 – Oct 2012Mutual of Omaha Investor Services, Inc.Previously
Contact Albert
(910) 621-3371Course Management Investment Advisors main office 5 Dowd Circle Suite BPinehurst, NC 28374Office · Get directions
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Questions to ask Albert
Tailored to Albert’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Albert
How do I contact Albert?
Call Course Management Investment Advisors at (910) 621-3371 and ask for Albert Chen. Albert works from the Pinehurst, NC office.
How long has Albert been a financial advisor?
Albert has been in the industry since 2012, about 15 years. More experience than 53% of advisors in North Carolina.
What licenses does Albert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Albert a fiduciary?
Albert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Albert paid?
Course Management Investment Advisors reports being paid by a percentage of the assets they manage. Ask Albert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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