Financial ADVSR advisor directory · SEC adviser records
Kassouf Wealth Advisors, LLC financial advisors in Birmingham, AL
Every SEC-registered investment adviser representative at a Kassouf Wealth Advisors, LLC office in Birmingham, A to Z.
The short answer
5 registered advisors work at Kassouf Wealth Advisors, LLC in Birmingham, out of 5 at the firm nationwide; it ranks number 47 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Kassouf Wealth Advisors, LLC advisors in Birmingham, A to Z
Every Kassouf Wealth Advisors, LLC advisor →- Caroline C. GayleCertified Financial Planner
- David P. KassoufCertified Financial Planner
- Gerard J. KassoufCertified Financial Planner
- Jonathan G. KassoufPersonal Financial Specialist
- Michelle G. PikeCertified Financial Planner
Kassouf Wealth Advisors, LLC advisors in every city and state →Kassouf Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Birmingham
All Birmingham advisors →Stonex Advisors Inc. 111Waverly Advisors, LLC 92Wells Fargo Clearing Services, LLC 87Morgan Stanley 81Raymond James & Associates, Inc. 53LPL Financial LLC 45Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Oneascent Financial Services LLC 32Stifel, Nicolaus & Company, Incorporated 30Eversource Wealth Advisors, LLC 29Cetera Investment Advisers LLC 26The Welch Group, LLC 26
Questions
How many financial advisors does Kassouf Wealth Advisors, LLC have in Birmingham?
5 investment adviser representatives are registered at Kassouf Wealth Advisors, LLC offices in Birmingham, Alabama, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Kassouf Wealth Advisors, LLC one of the largest advisor employers in Birmingham?
Kassouf Wealth Advisors, LLC ranks number 47 in Birmingham by registered advisors; Stonex Advisors Inc. has the most, with 111.
How do I check a Kassouf Wealth Advisors, LLC advisor in Birmingham?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kassouf Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.