Khoury Kloss (CRD# 7542755) is an Investment Advisor Representative working at Commonwealth Financial Services in Wheeling, WV and has 1 year of experience in the finance industry.
CRD# 6308208
Mckinley Carter Wealth Services, Inc.
CRD# 2497992
Anthony Investment Management, LLC
CRD# 1535665
Security Capital Management
| 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.