Khoury Kloss (CRD# 7542755) is an Investment Advisor Representative working at Commonwealth Financial Services in Parkersburg, WV and has 1 year of experience in the finance industry.
CRD# 6975137
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5623767
Lpl Financial LLC
CRD# 2945411
Sam Badgley Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Services | Wheeling, WV | Jun 2023 - Current | < 1 |
| Kloss Lawn Care LLC | Wheeling, WV | Mar 2021 - Jul 2023 | 2 |
| Bethany College | Bethany, WV | Aug 2019 - Apr 2023 | 3 |
| Commonwealth Financial Services | Wheeling, WV | May 2022 - Aug 2022 | < 1 |
| Wheeling Nailers | Wheeling, WV | Oct 2017 - Feb 2022 | 4 |
| Young Men's Christian Association | Wheeling, WV | Dec 2019 - Aug 2020 | < 1 |
| Wheeling Park High School | Wheeling, WV | Aug 2015 - May 2019 | 3 |
| Wheeling Park High School | Wheeling, WV | Oct 2017 - Feb 2019 | 1 |
| Uncle Pete's Restaurant | Wheeling, WV | Aug 2018 - Dec 2018 | < 1 |
| Wheeling Park | Wheeling, WV | May 2016 - Aug 2018 | 2 |
| Bridge Street Middle School | Wheeling, WV | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- WV
-
Total Assets Under Management650MILLIONS
-
Total Number of Accounts2,148ACCOUNTS
-
Average Account Value$302,396
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, GA, IN, MD, NC, ND, NE, OH, PA, SC, TX, VA, WV
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