Unclaimed Profile

James Folmar Beall

SUMMIT WEALTH MANAGEMENT, LLC·BIRMINGHAM, Alabama

Clean recordSUMMIT WEALTH MANAGEMENT, LLC

2208 UNIVERSITY BOULEVARD, BIRMINGHAM, AL 35233CRD# 4583693Firm CRD# 122683

Profile Verification

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

Identity

James Folmar Beall · BIRMINGHAM, AL

Registration

CRD #4583693 · SUMMIT WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Folmar Beall is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with SUMMIT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KASSOUF WEALTH ADVISORS, LLC

AUM

$370M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KASSOUF WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4583693

Firm CRD# 122683

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Folmar Beall offer?

James Folmar Beall specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are James Folmar Beall's credentials?

James Folmar Beall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Folmar Beall located?

James Folmar Beall is based in BIRMINGHAM, Alabama, working with SUMMIT WEALTH MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does James Folmar Beall charge for services?

James Folmar Beall'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 SUMMIT WEALTH MANAGEMENT, LLC?

SUMMIT WEALTH MANAGEMENT, 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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