CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Al Wynn CFS®

AFFILIATED ADVISORS

 

http://legacyinvestmentsonline.com/new/legacyinvestmentsonline/Albert-Wynn%5b06-14-11%5d.jpgBACKGROUND & FOCUS

Albert L. Wynn, Jr., CFS® of Wynn Financial and his staff are dedicated to providing exceptional service to retirees, those about to retire, and others who want to build their wealth and protect their assets. Specializing in retirement plans, estate plans and tax strategies, Albert helps his clients by recommending appropriate products, supported by timely, accurate information and friendly, responsive service.

Albert began his formal education with Old Dominion University in Virginia and completed his degree in Business Administration and Computer Systems Management in Texas, graduating from Dallas Baptist University; he is currently working towards completion of his Masters of Science degree in Financial Services. Albert also is currently working towards completion of his certification as a CFP (Certified Financial Planner) designation.

Prior to entering the investment and financial arena, Albert worked as a financial business systems consultant and software engineer for several major companies, such as Coca Cola, Ericsson, Southwestern Bell Telecom, Transamerica, Trammel Crow, Hunt Oil, Lincoln Properties and a number of other major businesses located within Dallas/Ft. Worth.

Currently, Albert maintains his practice in Irving, Texas through his firm, Wynn Wealth Management, and offers securities and investment advice through Woodbury Financial Services, Inc. clearing thru Pershing (Bank of New York), Inc., a clearing firm whose headquarters is based in New York City, New York. Albert is also a former Wachovia Securities Financial Network branch manager.

EDUCATION & ACCOMPLISHMENTS

Albert has been in the financial services industry for more than 15 years and holds a FINRA (Financial Industry Regulatory Authority) Series 6 registration for mutual funds, variable products, and unit investment trusts, as well as the NYSE (New York Stock Exchange) Series 7 registration for stocks, bonds, limited partnerships and private placements. Additional registrations include the Series 63 State Blue-Sky Laws, the Series 24 (General Securities Principal) and Series 26 (Investment Company and Variable Contracts Principal). In addition, two licenses for insurance related products and services. Albert is also licensed in Texas as a Mortgage Broker and Loan Officer and is a Texas State Court Appointed Mediator. Albert has also appeared on PBS’s On The Record televised talk show hosted by Sam Baker as a financial expert, as well as a guest expert on KHVN, Heaven 97’s Community Forum as hosted by Robert Ashley. Albert has also appeared for several years on WFAA Channel 8 Metro hosted by news-anchor John McCaa and associate-producer, Angelique Tege, as well as ABC affiliate’s WFAA Channel 8 news hour. Albert has also spoken before the Dallas Chapter of Boule.

PERSONAL

Albert and his family have lived in Texas for more than 20 years. They both attend Trinity Christian Church in Cedar Hill. In demand as a speaker, Albert gives seminars on personal financial strategies, retirement and estate plans, and guidelines for successful life-goal strategies.

 

 

Phone Toll Free (888)618-5550
Fax (888) 618-5550
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck