Khoury Allan Kloss
Investment adviser representative at LPL Financial LLC
11 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJan 2025 to now
- UnemployedSep 2024 to Dec 2024
- Commonwealth Financial ServicesJun 2023 to Sep 2024
- Commonwealth Financial ServicesMay 2022 to Aug 2022
- Kloss Lawn Care LLCMar 2021 to Jul 2023
- Young Men's Christian AssociationDec 2019 to Aug 2020
- Bethany CollegeAug 2019 to Apr 2023
- Uncle Pete's RestaurantAug 2018 to Dec 2018
- Wheeling NailersOct 2017 to Feb 2022
- Wheeling ParkMay 2016 to Aug 2018
- Wheeling Park High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (OH, PA, WV).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7542755
- Firm CRD
- 6413