Khoury
Kloss
Commonwealth Financial Services
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About this Advisor
Khoury Kloss is a financial advisor based in Wheeling, West Virginia, working with Commonwealth Financial Services. Khoury has previously held positions at Commonwealth Financial Services, Kloss Lawn Care LLC, Wheeling Nailers, Wheeling Park High School, Wheeling Park, Young Men's Christian Association, Uncle Pete's Restaurant, Bethany College, and Bridge Street Middle School. Khoury has passed the Series 65 regulatory exam and is registered to provide services in West Virginia. Currently, Khoury is part of Commonwealth Financial Services, which operates out of Wheeling, West Virginia. The firm has 4 offices and 25 employees. The firm manages assets totaling $649.5 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Commonwealth Financial Services includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Services Brokerage Details
$649,546,505
25
2,148
$302,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Khoury Kloss Work History
Commonwealth Financial Services
Commonwealth Financial Services
Kloss Lawn Care LLC
Young Men'S Christian Association
Bethany College
Uncle Pete'S Restaurant
Wheeling Nailers
Wheeling Park High School
Wheeling Park
Wheeling Park High School
Bridge Street Middle School
Disclosures
Please visit the SEC profile of Khoury Kloss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Services
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Parkersburg, WV
Wheeling, WV
Wheeling, WV
Parkersburg, WV
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