Gassan Kassira (CRD# 4458114) is an Investment Advisor Representative working at Kassira Wealth Management, LLC in Knoxville, TN and has over 22 years of experience in the finance industry. Gassan Kassira 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# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Llk Leasing, LLC | Front Royal, VA | Sep 2016 - Current | 7 |
| Kassira Wealth Mangement, LLC | Front Royal, VA | Jul 2012 - Current | 11 |
| 360 Rigging, LLC | Front Royal, VA | Aug 2016 - Sep 2020 | 4 |
| Heartland Products, LLC | Front Royal, VA | Jun 2013 - Dec 2015 | 2 |
| Gassan J. Kassira D/b/a Kassira Consulting | Front Royal, VA | Aug 2006 - Nov 2015 | 9 |
| Heartland Trading Private Limited | Front Royal, VA | Jun 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
- CO
- MD
- TN
- TX
- VA
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts432ACCOUNTS
-
Average Account Value$222,382
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, MD, OK, TN, TX, VA
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