Gehad YoussefCRD Number: 1945632
Current Firm: Independent Solutions Wealth Management, LLC
Gehad Youssef (CRD# 1945632) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Maumee, OH and has over 24 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Independent Solutions Wealth Management, LLC||Williamsville, NY||Sep 2015 - Current||2|
|Blackridge Asset Management, LLC||Williamsville, NY||Sep 2015 - Current||2|
|Next Financial Group, Inc.||Sylvania, OH||Mar 2002 - Aug 2015||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2014|
|S63||Uniform Securities State Law Examination||Sep 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management219MILLIONS
Total Number of Accounts1,997ACCOUNTS
Average Account Value$109,702
- 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
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, ME, MI, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA