Unclaimed Profile

David Paul Kassouf

KASSOUF WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama

Series 65Clean record26 years registeredKASSOUF WEALTH ADVISORS, LLC

2101 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL 35205-4022CRD# 4583696Firm CRD# 122683

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Paul Kassouf · BIRMINGHAM, AL

Registration

CRD #4583696 · KASSOUF WEALTH ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

KASSOUF WEALTH ADVISORS, LLC

Mar 2000 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 21, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KASSOUF WEALTH ADVISORS, LLC

CRD 122683 · SEC 801-67293

AUM

$370M

Regulatory assets under management

Employees

389 client accounts

Services offered by KASSOUF WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KASSOUF WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Paul Kassouf offer?

David Paul Kassouf specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are David Paul Kassouf's credentials?

David Paul Kassouf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Paul Kassouf located?

David Paul Kassouf is based in BIRMINGHAM, Alabama, working with KASSOUF WEALTH ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does David Paul Kassouf charge for services?

David Paul Kassouf's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KASSOUF WEALTH ADVISORS, LLC?

KASSOUF WEALTH ADVISORS, LLC has approximately 8 employees and manages $370M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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