AM
CFP
AM
CFP

Abduhl Karim Mashhoon

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
42,946 clients
Average Client Portfolio
$638K average
Assets Under Management
$27.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

160 Clairemont Avenue, Suite 200, Decatur, GA, 30030

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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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Other Business ActivitiesSells Insurance

Abduhl is an Investment Advisor Representative with Buena Vista Financial Planning dba NewEdge Advisors, LLC since May 2024. He is also a licensed insurance agent in Georgia since 2007, dedicating minimal time to this activity.

Employment History
Current Registrations
Newedge Advisors
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Raymond James & Associates, INC.
February 2015 - May 2024 · 9 yrs 3 mos
Raymond James & Associates, INC.Broker
January 2015 - May 2024 · 9 yrs 4 mos
Commonwealth Financial Network
June 2008 - February 2015 · 6 yrs 8 mos
Commonwealth Financial NetworkBroker
September 2007 - February 2015 · 7 yrs 5 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.