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Caroline Calton Gayle

Kassouf Wealth Advisors, LLC

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About Caroline Calton Gayle

Caroline Gayle is a financial advisor at Kassouf Wealth Advisors, LLC. Caroline has been working in the financial industry since 2009 and has held previous roles with Sterne Agee, Stifel, and Northwestern Mutual Investment Services LLC. Caroline has a Series 63, SIE, and Series 7 licenses. Caroline specializes in providing financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, and pension and profit-sharing plans. Caroline is a Certified Financial Planner.

Firm Information

Caroline Gayle is currently registered with Kassouf Wealth Advisors, LLC. Kassouf Wealth Advisors, LLC is an investment advisor headquartered in Birmingham, Alabama. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages approximately $370,214,534 in assets for 389 clients.
Kassouf Wealth Advisors, LLC

2101 HIGHLAND AVENUE SOUTH

BIRMINGHAM, AL 35205-4022

$370.21M

Assets Under Management

13

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caroline Gayle’s Registration & Firm History

AL

03/06/2024 - Present

Kassouf Wealth Advisors, LLC (BIRMINGHAM AL)

AL

08/28/2019 - 02/27/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Gadsden AL)

AL

07/07/2015 - 05/16/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (BIRMINGHAM AL)

AL

03/03/2011 - 07/07/2015

STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 07/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caroline Calton Gayle.
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