Shannon Jon Pike

Employer firm

Kassouf Wealth Advisors, LLC CRD 122683

$471M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 10/2022
  Tanglewood Legacy Advisers, Llc
  Houston, TX
• 11/2022 → Present
  Kassouf Wealth Advisors, Llc
  Birmingham, AL
• 11/2022 → Present
  Kassouf & Co., P.C.
  Birmingham, AL

Previous Registrations

• 2016-05-13 → 2022-11-03
  Tanglewood Legacy Advisors, Llc
  Houston, TX
  Vestavia Hills, AL
  Vestavia Hills, AL
• 2014-02-27 → 2016-01-08
  Asset Management Advisors Inc
  Houston, TX
• 2011-11-17 → 2014-01-24
  Integra Wealth Advisors, Llc
  Houston, TX
• 2006-12-18 → 2011-11-17
  Linscomb Wealth, Inc.
  Houston, TX
• 2003-08-27 → 2006-02-02
  Banc One Securities Corporation
  Houston, TX
  Houston, TX
• 2004-08-06 → 2004-08-11
  Fsc Securities Corporation
  Houston, TX

Other Businesses

KASSOUF & CO; ACCOUNTING FIRM; PRINCIPAL; NOVEMBER 2022; BIRMINGHAM, AL; APPROXIMATELY 10 HOURS PER MONTH PERFORMING VARIOUS ACCOUNTING FUNCTIONS

Exams

• S66 Uniform Combined State Law Examination
  1999-03-05

Designations

• Certified Financial Planner