Renee Cheri Albrecht

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 10/2017
  National Planning Corporation
  Red Hook, NY
• 01/2012 → Present
  Valley Investment Planning
  Red Hook, NY
• 10/2017 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Other Businesses

1) DBA - Valley Investment Planning Services, Inc.; investment related; owner/director - start date 1/4/2021; 7405 South Broadway, Red Hook, NY 12571; run the office, meet with clients, etc. This is a longtime DBA for financial practice that just incorporated; 160 hours per month; 97 hours during trading. 2)ARKKC Holdings LLC; not investment related; owner - start date 12/29/2020; 47 Grace Lane Pleasant Valley, NY 12569; rental property; 4 hours per month, 0 hours during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-04-09

Other Names

• Renee Papineau
• Renee Cheri Albrecht
• Renee Sheri Albrecht