Adviser and broker representative · Beacon Financial Group
Kasem M. Abdullah
CRD 6741461 · Dallas, TX
At a glance
Kasem M. Abdullah is an investment adviser representative with Beacon Financial Group in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kasem’s SEC record dates to 2017, about 9 years ago. Kasem is also registered as a broker representative.
Current advisory firm
- Beacon Financial GroupSince April 2024Dallas, TX · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kasem’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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