Yousef Mohammed maher Almbaid
Investment adviser representative at Tgs Financial Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$426MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
13 years in the industry.
- Tgs Financial AdvisorsAug 2023 to now
- Haverford CollegeAug 2019 to May 2023
- Ramallah Friends SchoolAug 2013 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Tgs Financial Advisors
Legal name: Professional Financial Advisors Inc
$426MAssets managed
259Clients
7Advisers
35 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
- 8022054
- Firm CRD
- 107289