Yousef Khan is a CFP-designated registered investment advisor, based in Houston, TX, with 12 years of industry experience. Yousef is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5718 Westheimer Road, Suite 765, Houston, TX, 77057
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yousef is an Investment Advisor Representative (IAR) with Bleakley Financial Group, dedicating full-time hours to serving clients. He also provides fixed insurance advice and notarizes forms for existing clients on an as-needed basis.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Onepoint Bfg Wealth Partners
Previous Registrations
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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