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David Paul Kassouf

Kassouf Wealth Advisors, LLC

Birmingham, AL

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Current Employers
Kassouf Wealth Advisors, Llc

2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2000-03-21
  • AL RA
    APPROVED
    Since 2000-03-21

Branch Locations

2101 Highland Avenue South Suite 650, Birmingham, AL 35205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kassouf & Co., P.C. Birmingham AL 12/1974 Present
Kassouf Wealth Advisors, Llc Birmingham AL 12/1999 Present
Other Businesses

KASSOUF & CO., P.C. - CERTIFIED PUBLIC ACCOUNTING FIRM ADDRESS: 2101 Highland Ave. South, Ste. 300, BIRMINGHAM, AL 35205 POSITION: DIRECTOR DUTIES: LEAD PARTNER IN BUSINESS SERVICES GROUP, COORDINATES SMALL BUSINESS SERVICES, OVERSEES FINANCES FOR THE FIRM HOURS/MONTH: 180 START DATE: 10/1974 NON-INVESTMENT RELATED KASSOUF RETIREMENT PLAN SERVICES, LLC - PENSION CONSULTING ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER DUTIES: SUPPORT SERVICES RELATED TO COMPLIANCE ACTIVITIES HOURS/MONTH: 5 START DATE: 12/1999 NON-INVESTMENT RELATED SECOND AVENUE LAND COMPANY, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER START DATE: 09/2010 INVESTMENT RELATED SIXTEENTH STREET LAND COMPANY, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER START DATE: 10/2009 INVESTMENT RELATED SEVENTH AVENUE LAND COMPANY, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER START DATE: 12/2012 INVESTMENT RELATED VULCAN DEVELOPMENT, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER INVESTMENT RELATED DECIMAL POINT PARTNERS - INVESTMENTS ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER START DATE: 04/1985 INVESTMENT RELATED HIGHLAND AVENUE LAND COMPANY, LLC - REAL ESTATE ADDRESS: 2101 HIGHLAND AVE. SOUTH, STE. 300, BIRMINGHAM, AL 35205 POSITION: MEMBER INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-15
  • S65 Uniform Investment Adviser Law Examination
    1999-12-15
Designations

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