BA
BA

Bassem Abou-Zeid

21 Years of Experience
Minneapolis, MN
Broker

Bassem Abou-Zeid is a registered investment advisor at Raymond James & Associates, INC., based in Minneapolis, MN, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

60 S. 6th Street, Suite 3510, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.
May 2021 - Present · 5 yrs
Raymond James & Associates, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - May 2021 · 12 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - May 2021 · 12 yrs 7 mos
Citigroup Global Markets INC.Broker
January 2005 - November 2008 · 3 yrs 10 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bassem Abou-Zeid - Financial Advisor | TrueAdvisor