Kasem Abdullah is a registered investment advisor, based in Dallas, TX, with 8 years of industry experience.
Location
17300 Preston Rd, Suite 120, C/O Melissa Wheeler, Dallas, TX, 75252-5654
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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.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Services, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Beacon Financial Group
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fisher Investments
June 2021 - March 2024 · 2 yrs 9 mos
Edward Jones
March 2017 - January 2021 · 3 yrs 10 mos
Edward JonesBroker
February 2017 - January 2021 · 3 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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
No exam information available for this advisor.