Michelle Pike (CRD# 4705194) is an Investment Advisor Representative working at Kassouf Wealth Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry. Michelle Pike has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kassouf Wealth Advisors, LLC | Birmingham, AL | Jul 2000 - Current | 23 |
| L. Paul Kassouf & Company | Birmingham, AL | Jul 2000 - Current | 23 |
- AL
-
Total Assets Under Management370MILLIONS
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Total Number of Accounts389ACCOUNTS
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Average Account Value$951,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, LA, TX
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