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Shannon Jon Pike

Kassouf Wealth Advisors, LLC

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About Shannon Jon Pike

Shannon Jon Pike is a financial advisor who has been in the industry since 1999. Shannon is currently registered with Kassouf Wealth Advisors, LLC and has been with the firm since November 2022. Before joining Kassouf Wealth Advisors, LLC, Shannon worked at Asset Management Advisors, Inc. and Tanglewood Legacy Advisors, LLC. Shannon is also the principal of Kassouf & Co., a local accounting firm, where they spend approximately 10 hours per month performing various accounting functions. Shannon is a Certified Financial Planner.

Firm Information

Shannon Pike 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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Shannon Pike’s Registration & Firm History

AL

10/31/2024 - Present

Kassouf Wealth Advisors, LLC (BIRMINGHAM AL)

TX

08/27/2003 - 02/02/2006

BANC ONE SECURITIES CORPORATION (HOUSTON TX)

GA

08/03/2004 - 08/11/2004

FSC SECURITIES CORPORATION (ATLANTA GA)

IL

08/30/2000 - 05/06/2003

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

CT

12/01/1999 - 08/03/2000

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

NJ

02/26/1999 - 11/02/1999

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 03/05/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shannon Jon Pike.
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