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Caroline Calton Gayle

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 2024-03-06
  • AL RA
    APPROVED
    Since 2024-03-06

Branch Locations

2101 Highland Avenue South Suite 650, Birmingham, AL 35205-4022 • 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
Stifel Birmingham AL 06/2015 04/2019
Wesley Patterson Gadsden AL 04/2019 08/2019
Patterson Andrews Wealth Management Gadsden AL 08/2019 02/2024
Northwestern Mutual Investment Services Llc Gadsden AL 08/2019 02/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2021 02/2024
Kassouf Wealth Advisors, Llc Birmingham AL 03/2024 Present
  • 06/2015 → 04/2019
    Stifel
    Birmingham, AL
  • 04/2019 → 08/2019
    Wesley Patterson
    Gadsden, AL
  • 08/2019 → 02/2024
    Patterson Andrews Wealth Management
    Gadsden, AL
  • 08/2019 → 02/2024
    Northwestern Mutual Investment Services Llc
    Gadsden, AL
  • 03/2021 → 02/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2024 → Present
    Kassouf Wealth Advisors, Llc
    Birmingham, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-05
  • S63 Uniform Securities Agent State Law Examination
    2012-07-05
Designations
Other Names
  • Caroline C Calton
  • Caroline Copeland Calton
  • Caroline Calton
  • Caroline Calton Gayle

View on SEC IAPD

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Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
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PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

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