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Paul Donald Albright

Family Investment Center

Lenexa, KS

Saint Joseph, MO

CRD 6444833

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Employer firm

Family Investment Center CRD 113799

$689M regulatory AUM 60 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Family Investment Center

3805 Beck Road, Saint Joseph, MO 64506 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-10-13
MO RA APPROVED 2025-10-13
TX RA APPROVED 2025-10-13
  • KS RA
    APPROVED
    Since 2025-10-13
  • MO RA
    APPROVED
    Since 2025-10-13
  • TX RA
    APPROVED
    Since 2025-10-13

Branch Locations

11253 Strang Line Road, Lenexa, KS 66215 • United States

3805 Beck Road, Saint Joseph, MO 64506 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oracle Kansas City MO 03/2015 04/2025
Family Investment Center Lenexa KS 04/2025 Present
Family Investment Center Lenexa KS 08/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-01
  • S65 Uniform Investment Adviser Law Examination
    2025-08-01

View on SEC IAPD

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