Unclaimed Profile

Shannon Jon Pike

KASSOUF WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama

Series 7, Series 66Clean record22 years registeredKASSOUF WEALTH ADVISORS, LLC

2101 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL 35205-4022CRD# 3183278Firm CRD# 122683

Profile Verification

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

Identity

Shannon Jon Pike · BIRMINGHAM, AL

Registration

CRD #3183278 · KASSOUF WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

KASSOUF WEALTH ADVISORS, LLC

Nov 2022 – present

TANGLEWOOD LEGACY ADVISORS, LLC

May 2016 – Nov 2022

HOUSTON, TX

ASSET MANAGEMENT ADVISORS INC

Feb 2014 – Jan 2016

HOUSTON, TX

INTEGRA WEALTH ADVISORS, LLC

Nov 2011 – Jan 2014

HOUSTON, TX

LINSCOMB & WILLIAMS

Dec 2006 – Nov 2011

HOUSTON, TX

FSC SECURITIES CORPORATION

Aug 2004 – Aug 2004

HOUSTON, TX

BANC ONE SECURITIES CORPORATION

Aug 2003 – Feb 2006

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 27, 2003

Years registered · 22

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 Shannon Jon Pike offer?

Shannon Jon Pike specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Shannon Jon Pike's credentials?

Shannon Jon Pike is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shannon Jon Pike located?

Shannon Jon Pike 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 Shannon Jon Pike charge for services?

Shannon Jon Pike'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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