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KA

Kasem M. Abdullah

BEACON FINANCIAL GROUP
Dallas, TX 75252-5654
Some features on this profile are disabled
CRD#: 6741461
KA

Professional summary

Kasem Mohammad Abdullah, who also goes by Kasem M Abdullah, Kasem Abdullah, is a registered financial advisor currently at BEACON FINANCIAL GROUP located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.

Kasem is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kasem has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kasem M Abdullah | Kasem Abdullah

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kasem Mohammad Abdullah's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 18, 2024 - Present

BEACON FINANCIAL GROUP

Office #1: 17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654
RIA
CRD#: 110038
Dallas, TX
Current

April 24, 2024 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 17300 Preston Rd. Ste. 120, Dallas, TX 75252
BD
CRD#: 42046
Dallas, TX
Past

June 15, 2021 - March 8, 2024

FISHER INVESTMENTS

RIA
CRD#: 107342
PLANO, TX
Past

March 14, 2017 - January 8, 2021

EDWARD JONES

RIA
CRD#: 250
LA MESA, CA
Past

February 22, 2017 - January 8, 2021

EDWARD JONES

BD
CRD#: 250
LA MESA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.

CRD#: 110038 / SEC#: 801-57962

RIA
Registered Investment Advisory firm - (9/15/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Texas
(4/18/2024)
RR
Texas
(5/9/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/22/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BF
BEACON FINANCIAL GROUP
BEACON FINANCIAL GROUP | BEACON RETIREMENT PLANNING SERVICES INC.

CRD#: 110038 / SEC#: 801-57962

RIA
Registered Investment Advisory firm - (9/15/2000 Approved)
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Contact information

Main Address
17300 Preston Rd, Suite 120 C/o Melissa Wheeler, Dallas, TX 75252-5654
Mailing Address
Phone number
(972) 726-9888
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON BROCHURE (12/5/2025)

Regulatory assets under management

Total Number of Accounts2,121
AUM (Assets Under Management)$ 1,137,548,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BEACON FINANCIAL GROUP

CRD#: 110038Dallas, TX 75252-5654

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