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Michael Nabil Razzouk

KWB Wealth

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About Michael Nabil Razzouk

Michael Razzouk is a financial advisor who is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in numerous states. Michael is a registered representative of KWB Wealth, a registered investment advisor firm, and has been in the financial services industry since 2009. Michael holds a Series 66 license and a Series 7 license. Michael specializes in providing financial planning, portfolio management services for both individuals and businesses, and educational seminars. Michael works with individual, high-net-worth individual, and institutional clients including corporations, charitable organizations, and pension and profit sharing plans.

Firm Information

Michael Razzouk is currently registered with KWB Wealth. KWB Wealth is a registered investment advisor based in Redlands, CA. They provide financial planning, portfolio management for individuals and businesses, and educational seminars. The firm manages approximately $1 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. They are a team of nine investment advisor representatives who are dedicated to helping their clients achieve their financial goals.
KWB Wealth

1782 ORANGE TREE LANE

REDLANDS, CA 92374

$1.01B

Assets Under Management

94

Total Clients

7

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Michael Razzouk’s Registration & Firm History

CA

07/28/2023 - Present

KWB Wealth (REDLANDS CA)

CA

03/20/2009 - 07/13/2009

LPL FINANCIAL CORPORATION (CALIMESA CA)

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Licenses & Designations

BOTH

Issued 03/27/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Nabil Razzouk.
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